Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Martin Wisialko is a financial professional with over 6 years of experience in the industry. Albert currently works as a registered representative at Concourse Financial Group Securities, Inc. in Westwood, MA, a firm that provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Prior to joining Concourse Financial Group Securities, Inc., Albert was a registered representative at ROYAL ALLIANCE ASSOCIATES, INC. and NATIONAL PLANNING CORPORATION. Albert is licensed in 6 states, including Alabama, Connecticut, Massachusetts, New Jersey, North Carolina, and Rhode Island. Albert holds the Series 6, Series 63, and SIE licenses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
08/05/2022 - Present
Concourse Financial Group Securities, Inc. (Westwood MA)
MA
07/05/2017 - 08/09/2022
ROYAL ALLIANCE ASSOCIATES, INC. (WESTWOOD MA)
MA
09/28/2016 - 03/13/2017
NATIONAL PLANNING CORPORATION (WESTWOOD MA)
BC
Issued 07/12/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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