Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Li has been in the financial industry since 1984. Albert is a Registered Representative with Integrated Wealth Concepts LLC. Albert also has experience with Lincoln Financial Advisors Corporation, Lincoln Financial Securities Corporation, Equity Services, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, Signator Investors, Inc., The Lincoln National Life Insurance Company, and MONY Securities Corp. Albert is registered in California, Florida, Maine, Massachusetts, New York, and Texas. Albert holds the Series 6, Series 7, Series 63, and Series 65 licenses. Albert is a Chartered Financial Consultant. Albert offers financial planning, pension consulting, and selection of other advisors services. Albert has worked for Integrated Wealth Concepts LLC since 2016.
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.
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
MA
12/17/2021 - Present
Integrated Wealth Concepts LLC (WALTHAM MA)
MA
02/27/2009 - 10/11/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (WALTHAM MA)
IN
02/08/2007 - 05/29/2009
LINCOLN FINANCIAL SECURITIES CORPORATION (FORT WAYNE IN)
MA
03/15/2002 - 02/09/2007
EQUITY SERVICES, INC. (READING MA)
MA
04/02/1999 - 03/13/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/02/1999 - 03/13/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
05/15/1998 - 10/01/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
IN
10/04/1995 - 04/17/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/04/1995 - 04/17/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
06/14/1990 - 09/29/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/14/1990 - 09/29/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
09/28/1983 - 05/20/1989
MONY SECURITIES CORP. (NEW YORK NY)
IA
Issued 01/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/27/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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