Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert John Vankleeff is a financial advisor with LPL Financial LLC based in POMPTON PLAINS, NJ. Albert has been in the financial services industry for over 30 years and has been associated with LPL Financial LLC since 1997. Albert is a Certified Financial Planner and holds the Series 7, Series 24 and SIE licenses. Albert also has a background working with SUMMIT FINANCIAL SERVICES GROUP, INC., BHCM INC., W.J. NOLAN & COMPANY, INC., THE DREYFUS SERVICE CORPORATION, GREATER METROPOLITAN INVESTMENT SERVICES, INC., and WILLIAM SCOTT & CO. L.L.C. and BAIRD, PATRICK CAPITAL GROUP, INC.. Albert is registered to provide investment advice in Colorado, Florida, Massachusetts, Michigan, New Jersey, New York, and Pennsylvania.
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
NJ
05/22/2002 - Present
LPL Financial LLC (POMPTON PLAINS NJ)
PA
07/29/1996 - 04/30/1997
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
TX
05/21/1996 - 07/22/1996
BHCM INC. (HOUSTON TX)
NY
09/30/1994 - 02/07/1995
W.J. NOLAN & COMPANY, INC. (NEW YORK NY)
NY
01/05/1993 - 08/29/1994
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
NJ
02/22/1991 - 12/14/1992
GREATER METROPOLITAN INVESTMENT SERVICES, INC. (BEDMINSTER NJ)
NA
09/03/1987 - 12/31/1988
WILLIAM SCOTT & CO. L.L.C.
NA
11/08/1986 - 02/18/1987
WILLIAM SCOTT & CO. L.L.C.
NA
12/19/1985 - 03/18/1986
BAIRD, PATRICK CAPITAL GROUP, INC.
BC
Issued 01/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Albert Vankleeff is the right advisor for you? Invested Better is here to help.
