Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert William Amandolare is a financial advisor with over 43 years of experience in the industry. Albert is currently registered with MML Investors Services, LLC and is licensed in 11 states. Albert has held previous positions with MSI Financial Services, Inc. and New England Securities. Albert is also a Series 63, Series 6TO, Series 22TO, SIE and Series 1 licensed professional. Albert has a strong track record of providing financial advice to individuals, businesses, and institutions. Albert specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
03/25/2017 - Present
MML Investors Services, LLC (WELLESLEY MA)
MA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WELLESLEY MA)
MA
10/02/1979 - 01/02/2015
NEW ENGLAND SECURITIES (WELLESLEY MA)
NA
05/05/1987 - 09/05/1990
C.A.L. INVESTMENT SERVICES INC. (SASKATCHEWAN S4P 3B1 )
BC
Issued 05/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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