Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Guida is an investment advisor representative who has been in the industry since 1986. Albert is currently registered with Osaic Wealth, Inc. in Florida, Nevada and Texas. Albert is licensed to sell securities in 18 states and is also registered with the Securities and Exchange Commission (SEC). Albert has experience in the financial planning and investment advisory industries. Albert's primary focus is on helping individual investors and small businesses develop and implement financial plans. Albert has also worked for Signator Investors, Inc. and Transamerica Financial Advisors, Inc. Albert has a strong understanding of the financial markets and a commitment to providing personalized investment advice.
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.
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2
NV
02/19/2025 - Present
Osaic Wealth, Inc. (HENDERSON NV)
NV
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (HENDERSON NV)
NV
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (HENDERSON NV)
NV
12/26/1986 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (HENDERSON NV)
BC
Issued 02/09/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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