Unclaimed
Albert Stanton is a financial advisor with Ameriprise Financial Services, LLC. Albert has over 8 years of experience in the financial services industry. Albert holds Series 66, SIE and Series 7 licenses. Albert is registered to provide investment advisory services in 24 states. Prior to joining Ameriprise Financial Services, LLC, Albert was with Cetera Advisors LLC and PURSHE KAPLAN STERLING INVESTMENTS. Albert specializes in providing financial advice to individuals, families, and businesses. Albert is committed to helping clients achieve their financial goals.
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.
Asset allocation services
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
MA
01/27/2023 - Present
Ameriprise Financial Services, LLC (Sandwich MA)
MA
01/13/2017 - 01/30/2023
CETERA ADVISORS LLC (SANDWICH MA)
MA
10/03/2014 - 01/18/2017
PURSHE KAPLAN STERLING INVESTMENTS (Boston MA)
MA
08/01/2014 - 10/03/2014
VOYA FINANCIAL ADVISORS, INC. (BOSTON MA)
BOTH
Issued 08/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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