Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert M. Cordeiro has been active in the financial services industry since 1997. Albert is currently registered with Pinnacle Investments, LLC in Massachusetts and is also registered in Connecticut, Florida, Rhode Island, and Massachusetts as an Investment Advisor Representative. Albert previously worked at Essex Securities LLC and Investors Capital Corp. Albert is a licensed securities agent in Massachusetts and holds the Series 6, 63, 26, and SIE securities licenses. Albert also holds the Series 65 license, allowing him to act as an Investment Advisor Representative. Albert is also a registered Investment Advisor Representative in Massachusetts. In addition to working with Pinnacle Investments, LLC, Albert also owns and operates Albert M. Cordeiro Accountant. Albert's primary area of focus is providing portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
Educational workshops
1
2
MA
08/28/2019 - Present
Pinnacle Investments, LLC (NEW BEDFORD MA)
MA
08/30/2013 - 07/10/2019
ESSEX SECURITIES LLC (NEW BEDFORD MA)
MA
12/01/1997 - 08/30/2013
INVESTORS CAPITAL CORP. (NEW BEDFORD MA)
TX
09/19/1997 - 12/01/1997
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 01/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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