Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Thomas Kirchner is an investment advisor representative with Columbia Management Investment Advisers, LLC. Albert has been in the industry since 1991 and is registered in 7 states including Massachusetts, New Jersey, and New York. Albert is also registered with the Securities Industry and Financial Markets Association (FINRA). Albert has a wide range of experience in the financial services industry and has worked for several firms including Foreside Fund Services, LLC and Fidelity Investments Institutional Services Company, Inc. Albert's current employment with Columbia Management Investment Advisers, LLC began in 2021. Albert's specialties include portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
04/07/2021 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
ME
12/21/2010 - 07/19/2012
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
RI
03/18/1998 - 10/05/2010
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NY
12/14/1990 - 03/05/1998
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
IA
Issued 12/19/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1993
Series 7 - General Securities Representative Examination
BC
Issued 12/12/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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