Unclaimed
Albert David Demicell is an Investment Advisor Representative registered with Integrated Advisors Network LLC. Albert has been in the financial industry since September 2005. Albert is a Registered Representative and Investment Advisor Representative holding licenses for Series 63, 65, 7 and SIE. Albert has experience working with individuals, corporations and charitable organizations. Albert has previous experience working with Northwestern Mutual Investment Services, LLC, FIRST ALLIED SECURITIES, INC. , TRIAD ADVISORS, INC. and INTERSECURITIES, INC. Albert has specialties in financial planning, portfolio management for individuals, corporations and pooled investment vehicles.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
10/01/2019 - Present
Integrated Advisors Network LLC (DALLAS TX)
VA
08/03/2017 - 11/08/2017
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Williamsburg VA)
CO
07/24/2012 - 09/27/2012
FIRST ALLIED SECURITIES, INC. (PUEBLO CO)
CO
07/24/2009 - 07/16/2012
TRIAD ADVISORS, INC. (PUEBLO CO)
CO
03/24/1999 - 08/04/2009
INTERSECURITIES, INC. (PUEBLO CO)
IA
Issued 09/18/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Albert Demicell is the right advisor for you? Invested Better is here to help.