Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Duff is a financial advisor at Osaic Wealth, Inc. based in Colleyville, TX. Albert has been in the financial services industry since 1990 and specializes in providing financial advice and portfolio management for a variety of clients, including individuals, families, businesses, and retirement plans. Albert is registered with the state of Texas, Illinois and Arkansas. Albert holds the Series 6, Series 7, and SIE 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.
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.
A percentage of the total value of assets under management is charged.
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TX
09/01/2023 - Present
Osaic Wealth, Inc. (COLLEYVILLE TX)
TX
04/06/2010 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (COLLEYVILLE TX)
TX
06/24/2004 - 03/30/2010
GUNNALLEN FINANCIAL, INC (ABILENE TX)
TX
03/22/2000 - 06/18/2004
OXFORD FINANCIAL GROUP (HOUSTON TX)
GA
04/30/1990 - 03/21/2000
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 06/14/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/27/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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