Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Vincent Silvestri is an Investment Advisor Representative at Platform Wealth Advisors. Albert has been in the financial services industry since 1999. Albert is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Albert is also registered as an Investment Advisor Representative in Connecticut, Florida, Kentucky, Maryland, New Jersey, New York, Pennsylvania, South Carolina, Tennessee, Vermont, Virginia, and Washington. Albert holds the Series 66, Series 7, and SIE securities licenses. Albert is also a Certified Public Accountant. Albert specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Albert's firm provides financial planning, portfolio management, and pension consulting services to individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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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2
UT
12/13/2024 - Present
Platform Wealth Advisors (HOLLADAY UT)
TX
01/07/1999 - 11/13/2000
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
BOTH
Issued 01/14/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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