Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert David Hauswirth is a financial professional with over 50 years of experience in the industry. Albert has a long history of working with individuals and families to develop and implement financial plans. Albert is currently registered with Osaic Wealth, Inc. and previously worked at Securities America, Inc., Investcorp, Inc., NFP Advisor Services, LLC, AON Securities Corporation, Westport Financial Services, L.L.C., Alexander & Alexander Securities Corp., Chubb Securities Corporation and Travelers Equities Sales, Inc.. Albert holds a Series 7TO, Series 63, Series 1 and SIE licenses. Albert provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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.
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.
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2
CT
06/14/2024 - Present
Osaic Wealth, Inc. (Farmington CT)
CT
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Farmington CT)
CT
01/06/2016 - 07/17/2020
INVESTACORP, INC. (Farmington CT)
CT
01/13/2006 - 12/31/2015
NFP ADVISOR SERVICES, LLC (FARMINGTON CT)
IL
01/06/2000 - 08/15/2005
AON SECURITIES CORPORATION (CHICAGO IL)
FL
01/05/1998 - 12/31/1999
WESTPORT FINANCIAL SERVICES, L.L.C. (JACKSONVILLE FL)
IL
05/01/1997 - 01/02/1998
AON SECURITIES CORPORATION (CHICAGO IL)
TX
06/22/1992 - 05/01/1997
ALEXANDER & ALEXANDER SECURITIES CORP. (HOUSTON TX)
IN
02/28/1991 - 02/21/1992
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
CA
08/17/1971 - 02/28/1991
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BC
Issued 05/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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