Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Dandrea is a financial advisor with over 20 years of experience in the industry. Albert is currently registered with Citigroup Global Markets Inc. in Holbrook, New York. Albert specializes in providing portfolio management for individuals and businesses, as well as financial planning and pension consulting. Albert has previously worked with LPL Financial LLC, HSBC Securities (USA) Inc., Capital One Investment Services LLC, Greenpoint Securities LLC and Salomon Smith Barney Inc. Albert's registration with the Securities and Exchange Commission (SEC) indicates that Albert has a valid Series 7, Series 24, and Series 66 licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
08/17/2021 - Present
Citigroup Global Markets Inc. (HOLBROOK NY)
NY
11/11/2010 - 02/19/2016
LPL FINANCIAL LLC (PORT JEFFERSON STA NY)
NY
12/01/2008 - 10/29/2010
HSBC SECURITIES (USA) INC. (EAST SETAUKET NY)
NY
01/03/2005 - 09/12/2008
CAPITAL ONE INVESTMENT SERVICES LLC (VALLEY STREAM NY)
NY
01/06/2004 - 01/03/2005
GREENPOINT SECURITIES LLC (LAKE SUCCESS NY)
NY
06/26/2002 - 03/21/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
10/20/1997 - 05/23/2002
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
BOTH
Issued 07/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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