Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Cappellino is a financial professional with over 30 years of experience in the industry. Albert is registered with Equity Services, Inc. and has been with the firm since October 2024. Albert is a licensed investment advisor representative in New York. Albert has been registered with the Financial Industry Regulatory Authority, Inc. (FINRA) since 2001. Albert specializes in financial planning, pension consulting, educational seminars, and portfolio management. Albert provides advisory services to individuals, charitable organizations, and pension and profit-sharing plans. Albert has a strong track record of success in helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
10/09/2024 - Present
Equity Services, Inc. (HAUPPAUGE NY)
DE
03/14/2001 - 12/21/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
01/26/1994 - 03/20/2001
AXA ADVISORS, LLC (NEW YORK NY)
NY
01/26/1994 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 02/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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