Unclaimed
Albert Wisialko is a financial professional with over 27 years of experience in the industry. Albert currently works at Concourse Financial Group Securities, Inc. located in Westwood, MA. Albert has been registered with FINRA since 1995.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
08/05/2022 - Present
Concourse Financial Group Securities, Inc. (Westwood MA)
MA
03/10/2017 - 08/09/2022
ROYAL ALLIANCE ASSOCIATES, INC. (WESTWOOD MA)
MA
01/09/2009 - 03/13/2017
NATIONAL PLANNING CORPORATION (WESTWOOD MA)
MA
07/25/2003 - 01/29/2009
ROYAL ALLIANCE ASSOCIATES, INC. (DEDHAM MA)
NJ
01/26/1999 - 08/29/2003
THE KEY GROUP INC. (RAMSEY NJ)
NA
01/04/1999 - 01/26/1999
THE KEY GROUP INC.
NJ
08/30/1996 - 12/31/1998
FIRST PRIORITY INVESTMENT CORPORATION (NEWARK NJ)
NY
09/15/1995 - 09/05/1996
WALL STREET ACCESS (NEW YORK NY)
BC
Issued 09/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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