Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert McIntee is a financial advisor with over 27 years of experience in the industry. Albert has a strong track record of providing investment advice and financial planning services to individuals and families. Albert currently works with Fidelity Brokerage Services LLC and is licensed to conduct business in Arizona, California, Hawaii, Idaho, Montana, Nevada, Oregon, Utah, Washington, and Wyoming. Albert has held prior positions with Wells Fargo Advisors Financial Network, LLC, Cetera Advisor Networks LLC, LPL Financial LLC, Charles Schwab & Co., Inc., T. Rowe Price Investment Services, Inc., and Citizens Brokerage Services, Inc. Albert has a Series 7, Series 10, and Series 9 Securities licenses, and Series 63 and Series 65 state licenses. Albert's current employment with Fidelity Brokerage Services LLC began on 4/19/2016.
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.
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.
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2
CA
04/19/2016 - Present
Fidelity Brokerage Services LLC (SAN DIEGO CA)
IL
11/03/2014 - 03/22/2016
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MOUNT VERNON IL)
CA
05/13/2013 - 10/10/2013
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CA
09/17/2007 - 04/04/2013
LPL FINANCIAL LLC (SAN DIEGO CA)
MI
01/26/2004 - 06/15/2007
CHARLES SCHWAB & CO., INC. (SOUTHFIELD MI)
TX
02/28/1996 - 12/31/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MD
05/22/1995 - 02/09/1996
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
NA
07/15/1994 - 11/17/1994
CITIZENS BROKERAGE SERVICES, INC.
NY
05/05/1993 - 05/02/1994
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MD
11/19/1991 - 05/22/1993
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 12/08/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/14/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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