Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Moffitt is a financial professional with over 25 years of experience in the financial services industry. Albert is currently registered with J.P. Morgan Securities LLC and holds a Series 3, 7, 63, 99TO and SIE licenses. Albert's experience includes working at Goldman, Sachs & Co. where Albert was a registered representative for nearly a decade before joining J.P. Morgan Securities LLC in 2023. Albert's professional background provides Albert with a comprehensive understanding of the financial markets and a broad range of expertise in investment advisory services.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
NY
09/26/2023 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
09/08/1997 - 08/22/2006
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 08/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2023
Series 99TO - Operations Professional Examination
BC
Issued 09/26/2023
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2000
Series 3 - National Commodity Futures Examination
BC
Issued 08/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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