Unclaimed
Talbot Jones Albert is a registered representative with Chapin, Davis. Talbot has been in the securities industry since June 25, 1987. Talbot is a registered investment advisor representative in Maryland and is licensed to sell securities in 50 states. Talbot also holds several securities licenses including Series 7, 24, 52TO, 53, 63, 65, and 79TO. Talbot has experience working with high-net-worth individuals, corporations, and other businesses. Talbot is a partner in a family-owned farm and owns a racing stable. Talbot is a member of the Sons of the American Revolution and the Maryland Horsebreeders.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Concessions paid by issuers of securities sold to clients
1
2
MD
01/01/1994 - Present
Chapin, Davis (BALTIMORE MD)
MD
06/26/1987 - 04/10/1991
JONES FALLS SECURITIES INC. (BALTIMORE MD)
IA
Issued 04/15/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/27/1991
Series 24 - General Securities Principal Examination
BC
Issued 01/30/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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