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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Oxenreiter is an Investment Advisor Representative at Confluence Financial Partners, a registered investment advisor firm with offices in McMurray, PA. Albert has been in the financial services industry for over 9 years and has a strong understanding of investment management strategies. Albert is a Series 6, Series 63, Series 65, and SIE licensed individual. Albert is committed to providing clients with personalized financial advice and guidance. He has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Albert focuses on providing financial planning, pension consulting, and selection of other advisors. Albert's past experience includes working at LPL FINANCIAL LLC and CETERA ADVISOR NETWORKS LLC.
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.
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
PA
06/23/2023 - Present
Confluence Financial Partners (MCMURRAY PA)
PA
09/19/2019 - 04/14/2023
LPL FINANCIAL LLC (BRIDGEVILLE PA)
PA
03/31/2015 - 09/25/2019
CETERA ADVISOR NETWORKS LLC (BRIDGEVILLE PA)
IA
Issued 06/11/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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