Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Graham Alberts is a financial advisor with over 35 years of experience in the industry. Paul is currently registered with Ausdal Financial Partners, Inc. and holds several licenses and certifications including Series 6, Series 7, Series 63, Series 65, and SIE. Paul is a Certified Financial Planner and a Chartered Financial Consultant. Paul has a strong track record of providing financial advice to a variety of clients, including individuals, corporations, and institutions. Paul is also an active member of the community and volunteers his time to various charitable organizations.
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.
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.
Advice on uma platforms
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.
Revenue sharing
1
2
IL
10/27/2021 - Present
Ausdal Financial Partners, Inc. (ARLINGTON HEIGHTS IL)
IL
07/28/2005 - 01/22/2009
WATERSTONE FINANCIAL GROUP, INC. (ORLAND PARK IL)
MA
08/13/2002 - 07/28/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/13/2002 - 07/28/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IL
07/12/2001 - 06/18/2002
NSA SECURITIES CORPORATION (SCHAUMBURG IL)
NY
07/11/2001 - 07/11/2001
BNY INVESTMENT CENTER INC. (NEW YORK NY)
MN
03/01/1985 - 07/03/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
CT
10/15/1993 - 02/18/1997
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
06/11/1986 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
IA
Issued 05/04/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1992
Series 7 - General Securities Representative Examination
BC
Issued 02/28/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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