Unclaimed
Albert James Korb is a financial advisor currently associated with Ameriprise Financial Services, LLC. Albert has over 20 years of experience in the financial services industry. Albert is registered with the state of Texas to offer investment advisory services. In addition to investment advisory services, Albert also provides services including financial planning, pension consulting, educational seminars, publication of periodicals and selection of other advisers. Albert has passed the Uniform Securities Agent State Law Examination, the Uniform Investment Adviser Law Examination, and the Series 4, Series 7, Series 24, and Series 53 exams. Albert has been with Ameriprise Financial Services, LLC since 2020. Prior to this, Albert was with Ameriprise Financial Services, Inc. from 2005 to 2020. Albert was also previously registered with M Holdings Securities, Inc., WMA Securities, Inc., and Prudential Securities Incorporated.
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.
Asset allocation services
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
OR
01/11/2022 - Present
Ameriprise Financial Services, LLC (Portland OR)
OR
05/24/2001 - 04/02/2004
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
GA
01/16/2001 - 06/18/2001
WMA SECURITIES, INC. (DULUTH GA)
NY
09/24/1997 - 10/14/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/04/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2006
Series 4 - Registered Options Principal Examination
BC
Issued 12/30/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/01/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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