Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Rhodes Wilson is a financial advisor with over 30 years of experience in the industry. Albert is currently registered with MML Investors Services, LLC and is also a Registered Representative and Investment Advisor Representative in multiple states. Albert holds the Series 6, 7, and 63 licenses as well as the SIE designation. Albert has been a Certified Financial Planner® since 2000 and a Chartered Financial Consultant® since 1995. In addition to his work at MML Investors Services, LLC, Albert is also the owner and operator of A. Rhodes Wilson & Associates, Inc., dba Dynamic Tax Solutions, which provides tax preparation and planning services.
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 programs
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.
Solicitors fees
1
2
MD
08/12/2024 - Present
MML Investors Services, LLC (Bethesda MD)
PA
03/28/2017 - 08/05/2024
PARK AVENUE SECURITIES LLC (OTTSVILLE PA)
PA
03/18/2013 - 03/30/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (DOYLESTOWN PA)
PA
07/27/2007 - 04/01/2013
H. BECK, INC. (DOYLESTOWN PA)
PA
12/04/2006 - 08/02/2007
SECURITIES AMERICA, INC. (DOYLETOWNS PA)
PA
02/11/1998 - 11/30/2006
INVESTMENT ADVISORS & CONSULTANTS, INC. (DOYLESTOWN PA)
AZ
01/31/1997 - 02/12/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
02/20/1996 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NY
10/31/1994 - 01/25/1996
NYLIFE SECURITIES INC. (NEW YORK NY)
PA
05/12/1992 - 10/18/1994
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
BC
Issued 5/1/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/7/2000
Series 7 - General Securities Representative Examination
BC
Issued 5/1/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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