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MA

Michael P. Albert

SIA SECURITIES
Minneapolis, MN 55402
Some features on this profile are disabled
CRD#: 4683135
MA

Professional summary


Michael Paul Albert, who also goes by Michael Paul Albert, is a registered financial professional currently at SIA SECURITIES CORPORATION located in Minneapolis, Minnesota.

Michael is registered as a RR (Registered Representative) and started their career in finance in 2009. Michael has worked at 7 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Michael Paul Albert

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 Michael Paul Albert'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

November 30, 2023 - Present

SIA SECURITIES CORPORATION

Office #1: 3300 Ids Center 80 S. 8th Street, Minneapolis, MN 55402
BD
CRD#: 35403
Minneapolis, MN
Past

February 14, 2023 - October 23, 2023

ALLIANZ LIFE FINANCIAL SERVICES, LLC

BD
CRD#: 612
MINNEAPOLIS, MN
Past

January 1, 2022 - November 1, 2022

WHITE OAK MERCHANT PARTNERS LLC

BD
CRD#: 140142
SAN FRANCISCO, CA
Past

October 9, 2019 - November 20, 2020

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
Eagan, MN
Past

December 3, 2014 - July 20, 2018

BMO INVESTMENT DISTRIBUTORS, LLC

BD
CRD#: 146711
MINNEAPOLIS, MN
Past

September 19, 2011 - April 4, 2013

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

BD
CRD#: 7834
NEW YORK, NY
Past

September 7, 2009 - September 8, 2011

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
MINNEAPOLIS, MN

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
Minnesota
(11/30/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 4/21/2016
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


SS
SIA SECURITIES CORPORATION
SIA SECURITIES CORP. | SIA SECURITIES CORPORATION

CRD#: 35403 / SEC#: , 8-46668

BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information


Main Address
3300 Ids Center 80 S. 8th Street, Minneapolis, MN 55402
Mailing Address
3300 Ids Center 80 S. 8th Street, Minneapolis, MN 55402
Phone number
(612) 332-3223
Established
Minnesota since 06/19/1987
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (42 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SIT INVESTMENT ASSOCIATES, INC.SHAREHOLDER
RASMUSSEN, PAUL EDWARDPRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER2421880
SIT, ROGER JDIRECTOR, CHAIRMAN2174779

Disclosures


Regulatory Event1

Red Flags


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.

Company Information


SIA SECURITIES CORPORATION

CRD#: 35403Minneapolis, MN 55402

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