Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Compitello is a registered representative with Morgan Stanley. Albert has been in the financial industry since February 2012. Albert is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 65, Series 66, Series 7, Series 9, Series 10, and Series 99TO licenses. Albert is also registered with the state of Arizona and Texas.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
AZ
12/14/2022 - Present
Morgan Stanley (Scottsdale AZ)
NY
12/03/2013 - 06/02/2022
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
02/23/2012 - 12/04/2013
MORGAN STANLEY (NEW YORK NY)
IA
Issued 12/13/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/06/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/02/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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