Unclaimed
Alberto Sisso is a financial advisor associated with Raymond James & Associates, Inc. located in Fort Lauderdale, Florida. Alberto has been a registered representative since 2004 and holds Series 7, 63, and 65 licenses. Alberto is a highly experienced financial advisor with over 19 years of experience in the industry, Alberto has provided financial advice to a wide range of clients, including individuals, corporations, and pension plans. Alberto offers a variety of financial services, including investment management, financial planning, and retirement planning. Alberto also holds a SIE license and is active in various other professional organizations. In addition to Alberto's financial advisor work, Alberto is the sole owner of Alberto Sisso Fine Art Photography, which specializes in photographic art.
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.
Please see note in schedule d - miscellaneous
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
FL
07/08/2021 - Present
Raymond James & Associates, Inc. (Fort Lauderdale FL)
FL
01/14/2010 - 07/07/2021
WELLS FARGO CLEARING SERVICES, LLC (FORT LAUDERDALE FL)
FL
11/23/2004 - 01/13/2010
SAFDIE INVESTMENT SERVICES CORP. (AVENTURA FL)
IA
Issued 08/10/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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