Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Troisi is a financial professional with over 40 years of experience in the securities industry. Albert is currently registered with Cadaret, Grant & Co., Inc. and has been associated with this firm since 2008. Albert is licensed in several states and has a wide range of experience in various financial products and services. Albert is dedicated to providing personalized financial advice and helping clients achieve their financial goals. In addition to Albert's work with Cadaret, Grant & Co., Inc., Albert also has extensive experience in the insurance industry and owns several businesses outside the financial services industry, including a vacation rental property.
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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NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (Penn Yan NY)
NY
01/05/1984 - 01/29/2008
FIRST INVESTORS CORPORATION (ROCHESTER NY)
BC
Issued 01/03/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/28/1990
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/03/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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