Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Yousoufian is a registered representative with Charles Schwab & CO., Inc. Albert is based in Woodland Hills, CA and has been in the industry since December 2013. Albert's registration is active in CA and has been approved since September 19, 2024. Albert has passed both the Uniform Securities Agent State Law Examination and the Uniform Combined State Law Examination. Albert Yousoufian provides investment advisory services to clients, including financial planning and selection of other advisors. In addition to Albert's role with Charles Schwab & CO., Inc. Albert provides in-home support services to Albert's mother.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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CA
09/19/2024 - Present
Charles Schwab & CO., Inc. (Woodland Hills CA)
Active
Inactive
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