Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Jeffrey Stewart is a financial professional with over 30 years of experience in the industry. Albert is currently registered with Hilltop Securities Inc., located in Dallas, Texas. Previously, Albert worked for firms such as Chartwell TSC Securities Corp., Columbia Management Investment Distributors, Inc. and Federated Securities Corp. Albert has a wide range of experience in financial services, including investment advisory services and securities brokerage. Albert is committed to providing his clients with personalized financial advice and helping them achieve 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
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.
12b-1 fees
1
2
TX
04/06/2021 - Present
Hilltop Securities Inc. (DALLAS TX)
PA
03/07/2017 - 03/01/2021
CHARTWELL TSC SECURITIES CORP. (PITTSBURGH PA)
MA
05/22/2013 - 01/02/2015
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
CT
11/22/2010 - 05/28/2013
SIP NORDIC AMERICA LLC (STAMFORD CT)
TX
07/20/2007 - 01/27/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
PA
08/04/1988 - 09/13/2006
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
IA
Issued 06/19/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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