Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert W Kobular is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. with over 40 years of experience in the financial services industry. Albert has a wide range of experience in the financial services industry, including previous roles at Butcher & Singer Inc. and Philips, Appel & Walden, Inc. Albert holds licenses to provide investment advice in multiple states, including New Jersey, Texas, and California. Albert has passed the Series 63, Series 65, Series 7, and SIE exams. Albert is dedicated to providing comprehensive financial guidance to individuals and businesses.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NJ
08/06/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TOMS RIVER NJ)
NA
06/05/1984 - 12/07/1987
BUTCHER & SINGER INC.
NA
03/13/1984 - 05/31/1984
PHILIPS, APPEL & WALDEN, INC.
IA
Issued 09/15/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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