Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Charles Angelos has been a registered advisor for over 25 years and is currently affiliated with Private Advisor Group, LLC, a firm that focuses on providing investment advisory services. Albert has been a registered representative for several firms including Janney Montgomery Scott LLC, Wachovia Securities, LLC and Prudential Securities Incorporated, where he gained a wealth of experience in the financial industry. Albert offers a range of investment services including financial planning, pension consulting, and portfolio management. Albert is currently registered to offer advisory services in Arkansas, California, Delaware, Florida, Illinois, Louisiana, Maryland, Massachusetts, Minnesota, New Jersey, New York, Ohio, and Pennsylvania.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitation/referral
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.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees
1
2
NJ
04/01/2016 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
PA
06/15/2007 - 04/29/2016
JANNEY MONTGOMERY SCOTT LLC (RADNOR PA)
PA
07/01/2003 - 06/19/2007
WACHOVIA SECURITIES, LLC (RADNOR PA)
NY
05/04/1993 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 09/05/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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