Unclaimed
Albert J. Angelus is a financial professional with over 27 years of experience in the industry. Albert is currently registered with J.p. Morgan Institutional Investments Inc. and holds licenses in both Illinois and Wisconsin. Albert has a strong background in investment management, having previously worked for companies such as Putnam Retail Management Limited Partnership, AllianceBernstein Investments, Inc., and Nuveen Investments, LLC. Albert's expertise and experience make him a valuable resource for clients seeking guidance on their financial goals.
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.
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.
1
2
NY
08/17/2023 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
MA
07/29/2011 - 08/22/2023
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
MO
06/21/2006 - 07/25/2011
ALLIANCEBERNSTEIN INVESTMENTS, INC. (TOWN AND COUNTRY MO)
IL
12/20/1995 - 05/24/2006
NUVEEN INVESTMENTS, LLC (CHICAGO IL)
IA
Issued 06/18/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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