Unclaimed
Albert Jennings Segura is a financial advisor who has been working in the industry since 2012. Albert is currently registered with Stratos Wealth Partners, Ltd. and holds a Series 66, Series 7 and SIE license. Albert has experience working with insurance companies, charitable organizations, high net worth individuals, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses and individuals other than high net worth individuals. Albert Jennings Segura provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, as part of the services offered by Stratos Wealth Partners, Ltd.
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.
Percentage of assets under management with third party managers
1
2
CA
04/14/2021 - Present
Stratos Wealth Partners, Ltd. (Beverly Hills CA)
CA
07/27/2012 - 03/12/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEVERLY HILLS CA)
BOTH
Issued 09/01/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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