Albert Aguilera Email & Phone Number

As a Portfolio Manager, providing access to the stock & bond markets for my clients is my life’s work. Researching companies suitable for investment, discussing the merits, then acquiring the assets. This methodology allows clients to be directly involved with their investments. Licensed in 1995 with Baraban Securities, I have over 28 years of experience in the brokerage business in branch operations, stock trading, risk mitigation, and as a financial advisor. This unique hybrid of experience allows me to provide a level of service that other reps may not be able to deliver. My tenure in the brokerage business has led me to other firms including Western International Securities (WIS), Washington Mutual, Wedbush Securities, before returning to WIS currently. If you are seeking a more interactive method of managing your investments, I would enjoy speaking with you to discuss your specific account needs. Thank you and I look forward to hearing from you.Areas of Expertise/Licenses:- FINRA License Series 7, 63, 66, 9, 10- Life Insurance Licenses CA & TX (including variable contracts)- Investment club management - Well versed in 529 college savings and UTMA accounts