Unclaimed
Matthew Albert is an investment advisor representative licensed in New York and has been working in the financial industry since 2013. He is currently registered with RBC Capital Markets, LLC. Matthew has experience with a variety of investment products and services, including investment banking, securities, and financial planning. Prior to joining RBC Capital Markets, LLC, Matthew worked at BNP PARIBAS SECURITIES CORP. Matthew specializes in providing financial advice to a diverse range of clients, including individuals, corporations, and institutions. He has been actively involved in the financial services industry for over a decade and is committed to delivering personalized and tailored solutions to meet his clients' unique needs.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
NY
06/09/2015 - Present
RBC Capital Markets, LLC (NEW YORK NY)
NY
04/30/2013 - 06/12/2015
BNP PARIBAS SECURITIES CORP. (NEW YORK NY)
BC
Issued 07/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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