Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Wade Ray III is a financial advisor registered with Raymond James Financial Services Advisors, Inc. in Winter Park, Florida. Albert has been in the industry for over 30 years and has a broad range of experience in providing financial advice. Albert is registered to provide investment advice in many states, including Florida, Alabama, Alaska, California, Colorado, Georgia, Louisiana, Michigan, North Carolina, Ohio, Rhode Island, South Carolina, Texas, and West Virginia. Albert is also a registered representative with Raymond James & Associates, Inc. and has experience with Citigroup Global Markets Inc., Pruco Securities Corporation, and Morgan Stanley Smith Barney.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
10/19/2017 - Present
Raymond James Financial Services Advisors, Inc. (WINTER PARK FL)
FL
10/11/2011 - 10/03/2017
RAYMOND JAMES & ASSOCIATES, INC. (THE VILLAGES FL)
FL
06/01/2009 - 10/26/2011
MORGAN STANLEY SMITH BARNEY (OCALA FL)
FL
01/16/1995 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (OCALA FL)
NJ
12/21/1993 - 01/24/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 02/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/20/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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