Unclaimed
Albert Duane Haskins is a financial advisor with over 11 years of experience in the industry. Albert is currently registered with Cuso Financial Services, LP in Virginia and is also registered with the state of Virginia as an Investment Advisor Representative. Albert has experience working in other financial firms like WELLS FARGO ADVISORS, LLC in Williamsburg, Virginia. Albert has passed the Series 6, 7, 63 and 65 exams. In addition to his professional work, Albert is also the Head Men's Basketball Coach at Bruton High School. Albert specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
1
2
VA
01/31/2013 - Present
Cuso Financial Services, LP (WILLIAMSBURG VA)
VA
06/17/2010 - 06/28/2011
WELLS FARGO ADVISORS, LLC (WILLIAMSBURG VA)
IA
Issued 01/30/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/16/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Albert Haskins is the right advisor for you? Invested Better is here to help.