Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Barcia has been in the industry since August 2006. Albert has a total of 9 years of experience with Wells Fargo Investments, LLC and Wells Fargo Clearing Services, LLC. Albert currently holds an active registration with the state of California and a resident registration with the state of Texas. Albert's primary office location is at 350 W Colorado Blvd Ste 390 in Pasadena, CA. Albert has completed the Series 7, Series 66 and SIE exams. Albert has experience working with a variety of clients including individuals, high net worth individuals, corporations, pension plans, charitable organizations, insurance companies, and investment companies.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
09/07/2023 - Present
Wells Fargo Clearing Services, LLC (PASADENA CA)
CA
08/17/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PASADENA CA)
BOTH
Issued 09/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Albert Barcia is the right advisor for you? Invested Better is here to help.
