Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Edward? Claim Your ProfileEdward Albrecht is a financial advisor with over 20 years of experience in the financial services industry. Edward is currently registered with Kestra Advisory Services, LLC and has a Series 6, Series 63, and Series 65 license. Edward has previously worked with a number of other firms including OSAIC WEALTH, INC., SAGEPOINT FINANCIAL, INC., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Edward has a broad range of experience and specializes in a number of areas. Edward offers financial planning services, portfolio management services for businesses and individuals, and pension consulting services.
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.
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.
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.
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2
CA
10/03/2023 - Present
Kestra Advisory Services, LLC (Calabasas CA)
CA
09/01/2023 - 10/08/2023
OSAIC WEALTH, INC. (NEWBURY PARK CA)
CA
12/19/2013 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (NEWBURY PARK CA)
CA
01/10/2002 - 01/02/2014
METLIFE SECURITIES INC. (WOODLAND HILLS CA)
CA
01/10/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WESTLAKE VILLAGE CA)
IA
Issued 02/08/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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