Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth Albert has over 27 years of experience in the financial industry. Kenneth is a Registered Representative and Investment Advisor Representative with Calton & Associates, Inc. Kenneth is also an insurance agent and author. Kenneth is a Certified Financial Planner and holds the Series 6, 7, 24, 63 and 65 licenses. Kenneth has served as a General Securities Principal at Sicor Securities Inc. Kenneth has extensive experience in investment advisory, financial planning, and insurance sales.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
11/24/2021 - Present
Calton & Associates, Inc. (TAMPA FL)
OH
10/10/1997 - 06/28/2004
SICOR SECURITIES INC (DAYTON OH)
NY
10/05/1994 - 10/08/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
10/05/1994 - 10/08/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kenneth Albert is the right advisor for you? Invested Better is here to help.
