Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Van Cline is a financial advisor with over 47 years of experience in the industry. Albert is currently registered with Osaic Wealth, Inc. Albert has a wide range of experience working with different clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Albert offers a variety of services including financial planning, educational seminars, selection of other advisers, portfolio management for individuals and businesses, and pension consulting.
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.
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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CA
01/19/2024 - Present
Osaic Wealth, Inc. (YORBA LINDA CA)
CA
11/01/2005 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (YORBA LINDA CA)
AZ
10/31/2005 - 11/14/2005
AIG FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
AZ
11/16/1998 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
10/09/1996 - 11/16/1998
UNITED PACIFIC SECURITIES, INC. (CARLSBAD CA)
CO
05/23/1994 - 10/16/1996
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
NA
07/24/1990 - 05/23/1994
PROGRAMMED EQUITIES CORPORATION
GA
01/03/1986 - 12/14/1989
PLANNED INVESTMENTS INC. (ATLANTA GA)
NA
12/19/1984 - 03/13/1986
USLIFE EQUITY SALES CORP.
NA
01/13/1976 - 09/24/1984
LETTERMAN SECURITIES, INC.
BC
Issued 11/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/16/1979
Series 4 - Registered Options Principal Examination
BC
Issued 01/05/1976
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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