Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Grenert is a financial professional with over 30 years of experience in the industry. Albert is currently registered with Wells Fargo Clearing Services, LLC and has previously been registered with Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., Wachovia Securities, LLC, First Union Brokerage Services, Inc., Interstate/Johnson Lane Corporation, and Prudential Securities Incorporated. Albert is licensed in multiple states and holds several securities licenses including Series 7, Series 24, Series 63, and Series 65. Albert specializes in providing investment consulting services to institutional clients, financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors.
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.
Investment consulting services to institutional clients
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
SC
11/10/2016 - Present
Wells Fargo Clearing Services, LLC (ROCK HILL SC)
NC
10/05/2009 - 11/11/2016
AMERIPRISE FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
06/17/2005 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (CHARLOTTE NC)
MO
10/01/2000 - 06/24/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
03/13/1996 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NC
11/25/1994 - 02/26/1996
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
NY
11/16/1992 - 12/09/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/09/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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