Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mina? Claim Your ProfileMina McLaurin Albers is a registered representative with Fidelity Personal And Workplace Advisors. Mina has been in the industry since 2014, and holds both Series 63 and Series 65 licenses, as well as the SIE and Series 7 exams. Mina is registered in 41 states for broker-dealer activities, and in one state for investment advisor activities. Mina McLaurin Albers specializes in providing financial planning, investment management for both individuals and businesses, and educational seminars.
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.
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.
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
TX
07/17/2018 - Present
Fidelity Personal AND Workplace Advisors (AUSTIN TX)
TX
08/01/2016 - 04/23/2018
CHARLES SCHWAB & CO., INC. (Austin TX)
RI
12/09/1999 - 05/29/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
IA
Issued 07/06/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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