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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Herzog is a financial advisor with over 30 years of experience in the industry. Albert is a CERTIFIED FINANCIAL PLANNER™ and CHARTERED FINANCIAL CONSULTANT™ professional, and is currently registered as a Registered Representative with EP Wealth Advisors and Executive Wealth Management, LLC. Albert is passionate about helping clients achieve their financial goals through personalized financial planning and investment management strategies. Albert has a long history of working with a wide range of clients, including individuals, families, businesses, and retirement plans. Albert is committed to providing his clients with the highest level of service and expertise.
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.
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.
Retirement plan advisory services & tax preparation 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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MI
01/02/2025 - Present
EP Wealth Advisors (Brighton MI)
MI
06/01/2017 - 12/12/2022
PRIVATE CLIENT SERVICES, LLC (Brighton MI)
MI
04/07/2009 - 06/02/2017
INVEST FINANCIAL CORPORATION (BRIGHTON MI)
MI
06/21/1991 - 04/14/2009
ROYAL ALLIANCE ASSOCIATES, INC. (BRIGHTON MI)
NY
10/19/1983 - 06/21/1991
MONY SECURITIES CORP. (NEW YORK NY)
NY
10/19/1983 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
BC
Issued 04/05/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
BC
Issued 10/17/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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