Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Morris Israel is a financial advisor with over 38 years of experience in the industry. Albert is currently registered with Ameriprise Financial Services, LLC and has held previous positions at MML Investors Services, LLC, LINSCO/Private Ledger Corp., Smith Barney Shearson Inc., Lehman Brothers Inc., and E. F. Hutton & Company Inc. Albert provides advisory services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and asset allocation services. Albert is licensed to offer investment advice in Washington and Texas.
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.
1
2
WA
10/29/2015 - Present
Ameriprise Financial Services, LLC (Seattle WA)
WA
06/17/1996 - 10/28/2015
MML INVESTORS SERVICES, LLC (SEATTLE WA)
SC
08/13/1993 - 06/13/1996
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
07/31/1993 - 08/31/1993
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
06/20/1984 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 07/23/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/15/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1984
Series 3 - National Commodity Futures Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Albert Israel is the right advisor for you? Invested Better is here to help.
