Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Matthew Belanger is a financial advisor with over 25 years of experience in the industry. Albert is currently registered with Wells Fargo Clearing Services, LLC in Davenport, IA. Albert is also registered with the state of Iowa as an investment advisor representative. Previously, Albert was registered with MML Investors Services, Inc. in Davenport, IA and Springfield, MA. Albert has a wide range of experience in providing financial planning and investment advice to individual and institutional clients. Albert also provides portfolio management services to businesses and 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.
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.
Investment consulting services to institutional clients
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
IA
02/08/2008 - Present
Wells Fargo Clearing Services, LLC (DAVENPORT IA)
IA
03/18/1998 - 02/15/2008
MML INVESTORS SERVICES, INC. (DAVENPORT IA)
MA
05/17/1996 - 07/14/1997
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
01/27/1995 - 09/20/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IL
06/20/1994 - 01/20/1995
RODMAN & RENSHAW INC. (CHICAGO IL)
IA
Issued 01/14/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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