Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Daniels is an investment advisor representative with Coho Advisory Services, LLC based in Anchorage, AK. Albert is a registered investment advisor in Alaska, Nevada, Texas and Washington. Albert has been in the financial services industry since January 2000 and has extensive experience in providing financial planning and portfolio management services to individuals and businesses. Albert also has experience in insurance/annuity sales. Albert's current employment at Coho Advisory Services, LLC follows previous roles at Ameritas Investment Company, LLC, Woodbury Financial Services, Inc., The O.N. Equity Sales Company, and Country Capital Management Company.
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.
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.
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AK
08/02/2024 - Present
Coho Advisory Services, LLC (ANCHORAGE AK)
AK
03/31/2020 - 06/27/2023
AMERITAS INVESTMENT COMPANY, LLC (Anchorage AK)
AK
07/01/2019 - 04/03/2020
WOODBURY FINANCIAL SERVICES, INC. (ANCHORAGE AK)
AK
04/03/2017 - 07/01/2019
THE O.N. EQUITY SALES COMPANY (ANCHORAGE AK)
AK
01/28/2000 - 02/09/2017
COUNTRY CAPITAL MANAGEMENT COMPANY (ANCHORAGE AK)
IA
Issued 02/17/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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