Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Michael D'amato is a registered representative with Vanderbilt Advisory Services, based in Woodbury, NY. Albert D'amato has been working in the financial services industry since July 1995. Albert D'amato provides financial advice to individuals, businesses, and charitable organizations. Albert D'amato has experience in financial planning, portfolio management, and annuity/insurance. Albert D'amato holds the Series 7, Series 9, Series 10, Series 24, Series 52, Series 63, and Series 65 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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
05/07/2021 - Present
Vanderbilt Advisory Services (WOODBURY NY)
CT
05/17/2017 - 06/09/2021
WESTPORT CAPITAL MARKETS, LLC (WESTPORT CT)
CT
10/05/2009 - 05/22/2017
AMERIPRISE FINANCIAL SERVICES, INC. (GREENWICH CT)
CT
07/28/1995 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (GREENWICH CT)
IA
Issued 12/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2023
Series 24 - General Securities Principal Examination
BC
Issued 12/20/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/03/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/27/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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