Unclaimed
Albert James Camps is a financial advisor currently registered with Truist Advisory Services, Inc. in Florida. Albert Camps has been in the industry since 2007 and has a combined 53 state registrations as well as registrations with FINRA and the state of Florida for Investment Advisory services. His experience includes previous roles with Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. Albert Camps specializes in providing financial planning, portfolio management for individuals and businesses, and publication of periodicals. Albert Camps is also registered to provide financial profiling services using desktop software, 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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
FL
08/24/2016 - Present
Truist Advisory Services, Inc. (RIVERVIEW FL)
TX
04/25/2008 - 03/24/2016
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
01/01/2008 - 01/25/2008
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
10/31/2007 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
TX
04/02/2007 - 09/10/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BOTH
Issued 11/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/18/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/30/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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