Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Flores is a financial advisor with over 20 years of experience in the financial services industry. Albert is currently registered with Sound Income Strategies, LLC, a firm that provides investment advisory services to a wide range of clients, including individuals, families, and businesses. Albert has a strong track record of success in helping clients achieve their financial goals. He is committed to providing personalized financial advice and guidance to help clients make informed decisions about their investments.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
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CA
02/13/2018 - Present
Sound Income Strategies, LLC (San Ramon CA)
CA
03/15/1998 - 10/29/1999
LIGHTHOUSE CAPITAL CORPORATION (MONTEREY CA)
GA
01/09/1995 - 12/23/1997
WMA SECURITIES, INC. (DULUTH GA)
DE
10/04/1995 - 11/02/1995
PML SECURITIES COMPANY (NEWARK DE)
AZ
01/25/1994 - 12/22/1994
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 10/16/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/17/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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