Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Gerald Filosa is a registered representative and investment advisor representative. Albert has been in the financial services industry since October 1996. Albert is currently registered with Integrated Wealth Concepts LLC, a registered investment advisor firm. Prior to joining Integrated Wealth Concepts LLC, Albert was a registered representative with Lincoln Financial Advisors Corporation. Albert holds the Series 6, 7, 62, 63 and 65 securities licenses.
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.
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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MA
05/04/2018 - Present
Integrated Wealth Concepts LLC (WALTHAM MA)
MA
11/26/2003 - 01/30/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (WALTHAM MA)
IN
11/26/2003 - 05/10/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
01/21/2003 - 12/11/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
DE
12/01/1997 - 01/28/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
10/18/1996 - 11/21/1997
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 09/23/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2007
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/17/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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