Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Dagosto is a financial professional with over 30 years of experience in the industry. Albert currently works for United Planners' Financial Services of America A Limited Partner, and is registered with both FINRA and the state of Connecticut. Albert has a broad range of experience and holds licenses and certifications in various financial fields. Albert has a proven track record of helping individuals and families reach their financial goals.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
1
2
AZ
05/31/2023 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
CT
08/16/2012 - 06/02/2023
CAMBRIDGE INVESTMENT RESEARCH, INC. (AVON CT)
CT
07/21/2004 - 08/17/2012
EQUITY SERVICES, INC. (EAST HARTFORD CT)
CT
03/15/1993 - 07/02/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
CT
04/01/1991 - 03/15/1993
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
NA
03/09/1989 - 03/07/1991
MONARCH SECURITIES, INC.
IA
Issued 03/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/08/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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