Unclaimed
Gary Albert is a financial professional with over 20 years of experience in the financial services industry. He is currently a Registered Representative with State Farm Investment Management Corp. Gary specializes in providing investment advice and portfolio management services to individuals and investment companies. Gary is also a Registered Investment Advisor in Virginia and is licensed in several other states. He holds a Series 6, Series 63, and SIE licenses and is a Chartered Financial Consultant. Gary is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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VA
08/09/2018 - Present
State Farm Investment Management Corp. (Charlottesville VA)
BC
Issued 05/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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