Albert Cervantes
Professional Summary
Albert Cervantes is a registered financial advisor 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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
2 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
INFINITY FINANCIAL SERVICES | MAR VISTA INSURANCE AGENCY DBA INFINITY FINANCIAL SERVICES | INFINITY SECURITIES, INC. | INFINITY FINANVIAL SERVICES
Contact Information
Main Address
212 9th Street Suite 202, Oakland, CA 94607Mailing Address
212 9th Street Suite 202, Oakland, CA 94607Phone Number
(510) 588-8000Established
California since 01/17/2007Firm Type
CorporationFiscal Year End
SeptemberFirm Size
SmallFINRA licenses (49 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(8/21/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6TO — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 2025About the Series 6TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Albert Cervantes's CRS (Customer Relationship Summary).
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