Unclaimed
Albert John Delorenzo is a financial advisor with LPL Financial LLC. Albert has been in the industry since 1972. Albert has a strong background in the financial services industry, with experience at multiple firms including ING Financial Advisers, LLC and Aetna Life Insurance and Annuity Company. Albert is registered to provide investment advice in multiple states and holds several industry certifications, including the Series 7TO, SIE, and Series 1 exams. Albert also provides insurance services through Prudential, MetLife, US Life of New York, John Hancock, Genworth, and Presidential Life.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
07/28/2020 - Present
LPL Financial LLC (NEWBURGH NY)
CT
10/15/1993 - 04/01/2004
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
CT
02/04/1992 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
MN
10/24/1972 - 10/08/1991
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/24/1972 - 10/08/1991
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
10/24/1972 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 11/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1972
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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