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Corey Eugene Boyer

PMA SECURITIES
ALBERTVILLE, MN
·CRD# 2099793·34 years experience

Professional Summary

Corey Eugene Boyer is a registered financial advisor currently at PMA SECURITIES, LLC located in Albertville, Minnesota. Corey is registered as a RR (Registered Representative) and started their career in finance in 1992. Corey has worked at 2 firms and has passed the Series 66, SIE, Series 50, Series 7 and Series 6 exams.

At a Glance

Best-Interest Standard

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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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

34 years in the financial services industry

Current & Past Employments

PMA SECURITIES, LLC·CRD# 30397
BD
5298 Kyler Ave. Ne 2nd Floor, Albertville, MN 55301
February 11, 2016 - Present
THRIVENT INVESTMENT MANAGEMENT INC.·CRD# 18387
BD
Minneapolis, MN
May 12, 1992 - May 8, 1995

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Current Firm

PS
PMA SECURITIES, LLC

ENGLISH CONCEPTS, INC. | PMA SECURITIES, LLC | PMA SECURITIES, INC.

CRD#: 30397 / SEC#: 8-44905
BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)

Contact Information

Main Address

2135 Citygate Lane 7th Floor, Naperville, IL 60563

Mailing Address

2135 Citygate Lane 7th Floor, Naperville, IL 60563

Phone Number

(630) 657-6400

Established

Illinois since 03/26/2019

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (23 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
PMA ACQUISITION, LLCMEMBER—
KUBITZ, GREGORY ALLEN JRCHIEF EXECUTIVE OFFICER5086051
MARTENS, JONATHAN RAYFINANCIAL AND OPERATIONS PRINCIPAL4593466
RAGUS, LORI ANNGENERAL COUNSEL/CHIEF COMPLIANCE OFFICER/SECRETARY5754738

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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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Minnesota
(3/11/2016)
RR
South Dakota
(11/28/2018)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Mar 2016About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 50 — Municipal Advisor Representative Qualification Exam

Passed Feb 2017About the Series 50 exam

Series 7 — General Securities Representative Examination

Passed Feb 2016About the Series 7 exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Apr 1992About the Series 6 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Corey Eugene Boyer's CRS (Customer Relationship Summary).

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