Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Patrick Losco is a financial advisor with Cetera Investment Advisers LLC, located in Lafayette, NJ. Albert Patrick Losco has been in the industry since 2001 and has a diverse background with prior experience at firms such as Raymond James Financial Services, Inc., Essex National Securities, LLC, and LPL Financial LLC. Albert Patrick Losco specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Albert Patrick Losco holds Series 6, 7, 63, and 65 licenses, as well as the SIE.
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.
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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NJ
07/01/2024 - Present
Cetera Investment Advisers LLC (LAFAYETTE NJ)
NJ
05/04/2016 - 07/01/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (Hackensack NJ)
CA
08/29/2012 - 05/09/2016
ESSEX NATIONAL SECURITIES, LLC (NAPA CA)
NJ
05/07/2012 - 08/20/2012
LPL FINANCIAL LLC (WALDWICK NJ)
NJ
06/11/2004 - 05/03/2012
CAPITAL ONE INVESTMENT SERVICES LLC (NUTLEY NJ)
WI
10/02/2003 - 06/02/2004
INVEST FINANCIAL CORPORATION (APPLETON WI)
CA
12/11/2001 - 09/30/2003
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
06/02/2000 - 05/03/2001
DIME SECURITIES, INC. (BROOKLYN NY)
IA
Issued 08/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/01/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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