Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Nicholas Spano is a financial professional with over 20 years of experience in the financial services industry. Albert currently works as a financial advisor with TIAA-CREF Individual & Institutional Services, LLC and is based in Denver, Colorado. Albert has a broad range of experience, having previously worked for TIAA-CREF Individual & Institutional Services, Inc. and OppenheimerFunds Distributor, Inc. Albert has successfully completed several professional exams, including the Series 6, 7, and 63 exams, and the SIE exam. Albert is registered to provide financial services in Colorado and Maine. Albert's specializations include financial planning, portfolio management for individuals, and selection of other advisors.
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.
Compensation from affiliates
1
2
CO
08/24/2009 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
NY
10/27/1997 - 11/29/2001
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)
NY
03/12/1997 - 09/20/1997
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
BC
Issued 05/07/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/21/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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