Unclaimed
Albion Isufaj is a registered representative with Charles Schwab & Co., Inc. Albion has been in the securities industry since 2021. Albion has passed the Series 63, Series 7TO, and SIE exams and has registration in 51 states. Albion's previous experience includes working as a registered representative for TD Ameritrade, Inc.
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
1
2
TX
01/09/2023 - Present
Charles Schwab & CO., Inc. (WESTLAKE TX)
MO
01/01/2022 - 02/10/2023
TD AMERITRADE, INC. (ST. LOUIS MO)
BC
Issued 01/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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