Unclaimed
Albert Bender is a financial advisor who has been working in the industry since 1997. He has been with Stifel Independent Advisors, LLC since 2016. Albert is registered in 18 states, including Missouri, Texas, and California. Albert holds the Series 7, Series 24, and Series 63 licenses and holds a SIE designation. Albert specializes in providing financial planning, portfolio management, and pension consulting services for 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
04/14/2021 - Present
Stifel Independent Advisors, LLC (LADUE MO)
MO
10/01/2007 - 08/06/2015
WELLS FARGO SECURITIES, LLC (ST LOUIS MO)
MO
11/21/1997 - 10/01/2007
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 04/25/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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