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Albert Preniqi

Advisor at Bankers Life Advisory Services, Inc.

Updated today
Bankers Life Advisory Services, Inc. logo

Firm

Bankers Life Advisory Services, Inc.

Location

Clermont, FL 34711

Credentials

Series 63, Series 65

Industry experience

9 years

About

Albert Preniqi is a financial advisor with Bankers Life Advisory Services, Inc. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior work includes positions at ProEquities Inc and Bankers Life Securities, Inc. In addition to his advisory role, he manages a team of agents at Bankers Life & Casualty, Inc., overseeing hiring and training and working with agents on insurance products including Medicare Supplement and annuities. Bankers Life Advisory Services, Inc. provides discretionary portfolio management and investment consulting primarily to mass-affluent and high-net-worth individuals. The firm emphasizes customized asset allocation, tax efficiency, and a mix of fundamental and technical analysis in its investment approach.

Client services

Based on Bankers Life Advisory Services, Inc.

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Bankers Life Advisory Services, Inc.

Wealth management Retirement plans for business owners (SEP, solo 401k)

Fee options

Percentage

$0+: Negotiable, ranges from 0.50% to 2.5% annually for Portfolio Management Services Greater than $4 million+: 0.30% annually for Retirement Plan Consulting Services $2 million to $4 million+: 0.40% annually for Retirement Plan Consulting Services $1 million to $2 million+: 0.50% annually for Retirement Plan Consulting Services $1 million and below+: 1.25% annually for Retirement Plan Consulting Services

Project-based

Hourly rate for Investment Consulting Services, as set forth in contract

Other

Fee-only: Hourly rate for Investment Consulting Services, specific amounts set forth in client contract, fees may be reduced or waived

Location

17320 Sr 50 Ste 500

Clermont, FL 34711

Most active in

Florida · Michigan

Work history

Bankers Life Securities, Inc

2016 - Present (10 years)

Bankers Life & Casualty, Inc

2013 - Present (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jacob C

CFP®, CFA®, Series 66

Orlando, FL

Jake Carris Financial Planning

Retirement income strategy Income planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business exit / sale strategy Founder/Business Owner Retired
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Reshell S

CFP®, Series 63, Series 66

Ocoee, FL

AMES Financial Solutions, LLC

Social Security optimization Cash flow / budgeting Debt management College savings (529s, UTMA, etc.)
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Alexander K

Series 63, Series 66

Groveland, FL

Macedon Financial Management, LLC

Annuities Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Timothy C

CFP®, Series 63, Series 65

Winter Garden, FL

Core Wealth Consultants, LLC

Active portfolio management Real estate investing

Alex A

CFP®

Montverde, FL

Paradox Financial LLC

As a second-generation American, I feel a strong drive to repay my parents for the sacrifices they made to give my brother and I the opportunities they never had. Seeing how hard my parents worked to provide for our family, I became fascinated with all things personal finance at an early age. I named my firm “Paradox” because, despite the fact that financial health is one of the most important things in life, financial education is almost entirely neglected! My passion and curiosity led me to pursue and receive a Bachelor’s in Finance from the University of Florida. From there, I embarked on a nearly decade-long journey as a traditional financial advisor. Along with an amazing team of individuals at Merrill, I worked hard to act in my client’s best interest every step of the way, yet I knew I couldn’t offer my most advanced solutions. The traditional fee-only assets-under-management model of financial advising just didn’t allow for the in-depth, no-stone-left-unturned approach I was looking for. All of that changed when I discovered the model of the advice-only financial advisor, which puts financial planning front and center for a flat fee. My goal is to educate and empower you to achieve your goals, not to manage as many of your assets as possible. This way, you can rest assured that I am incentivized to do what I believe will work best for you, not what will earn me the most fees. We’ll go over everything that contributes to your unique financial picture (that includes things like early retirement strategies, real estate, and familial obligations, to name a few). Along the way, I’ll teach you as much as you want to learn so that you can make informed decisions for yourself moving forward. Financial planning has been my life’s passion, and I’m so grateful to serve my clients. As a fiduciary and a CERTIFIED FINANCIAL PLANNER™ professional, I am committed to creating holistic, sophisticated plans for my clients so they can become financially independent.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy HENRY (High Earners, Not Rich Yet) FIRE (Financial Independence Retire Early) Gen Y/Millennials (Born 1980-1995)
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Douglas H

Series 63, Series 65

Clermont, FL

Pine to Palm Financial, LLC

General retirement planning Income planning
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