Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Flores is a Registered Investment Advisor representative associated with SRS Capital Advisors, LLC. Albert Flores has 11 years of experience in the financial services industry. Albert Flores previously held positions at GEnEOS Wealth Management, Inc., Charles Schwab & Co., Inc., and RBC Dain Rauscher Inc.. Albert Flores holds the Series 66, Series 7, and SIE licenses. Albert Flores is registered with the states of Colorado and Texas.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Seminars
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.
A percentage of the total value of assets under management is charged.
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2
CO
12/15/2015 - Present
SRS Capital Advisors, LLC (DENVER CO)
CO
09/01/2011 - 02/09/2015
GENEOS WEALTH MANAGEMENT, INC. (DENVER CO)
CO
01/28/2008 - 09/13/2011
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
WY
08/14/2006 - 11/13/2007
RBC DAIN RAUSCHER INC. (CHEYENNE WY)
BOTH
Issued 08/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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