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AC

Albert Cervantes

INFINITY FINANCIAL SERVICES
Oakland, CA 94607
Some features on this profile are disabled
CRD#: 7686910
AC
Albert CervantesINFINITY FINANCIAL SERVICES

Professional summary

Albert Cervantes is a registered financial professional currently at INFINITY FINANCIAL SERVICES located in Oakland, California.

Albert is registered as a RR (Registered Representative) and started their career in finance in 2025. Albert has worked at 2 firms and has passed the Series 63, Series 6TO and SIE exams.

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Albert Cervantes's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 21, 2026 - Present

INFINITY FINANCIAL SERVICES

Office #1: 212 9th Street Suite 202, Oakland, CA 94607
BD
CRD#: 144302
Oakland, CA
Past

March 19, 2025 - August 7, 2026

NYLIFE SECURITIES LLC

BD
CRD#: 5167
GLENDALE, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(8/21/2026)

Exams

What does exam status mean?
State Security Law Exam
RR
Series 63
Status Unavailable
Passed: 8/1/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Status Unavailable
Passed: 3/19/2025
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Status Unavailable
Passed: 2/23/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

IF
INFINITY FINANCIAL SERVICES
INFINITY FINANCIAL SERVICES | MAR VISTA INSURANCE AGENCY DBA INFINITY FINANCIAL SERVICES | INFINITY SECURITIES, INC. | INFINITY FINANVIAL SERVICES

CRD#: 144302 / SEC#: , 8-67647

BD
Broker-Dealer Firm Regulated by FINRA (San Francisco district office)
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Contact information

Main Address
212 9th Street Suite 202, Oakland, CA 94607
Mailing Address
212 9th Street Suite 202, Oakland, CA 94607
Phone number
(510) 588-8000
Established
California since 01/17/2007
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (48 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
GILBERT, GREGORY BURTONPRESIDENT, CHIEF COMPLIANCE OFFICER, SROP/CROP, MUNICIPAL PRINCIPAL3119457
PALICA, ANETA MARTAFINOP7948716

Disclosures

Regulatory Event4

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INFINITY FINANCIAL SERVICES

CRD#: 144302Oakland, CA 94607

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