Unclaimed
Albin Daleki is a financial advisor with over 30 years of experience in the industry. Albin has worked for several firms, including Wells Fargo Advisors, LLC and U.S. Bancorp Investments, Inc. Albin currently works for RBC Capital Markets, LLC as a registered representative. Albin is licensed in a variety of states, including Minnesota, Texas, and the Virgin Islands. Albin has a strong track record of providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. Albin specializes in providing financial planning, investment management, and retirement planning services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MN
08/20/2018 - Present
RBC Capital Markets, LLC (MINNEAPOLIS MN)
MN
02/27/2012 - 08/14/2018
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
01/03/2011 - 11/07/2011
WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)
MN
12/20/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
MN
07/30/2004 - 12/04/2006
WACHOVIA SECURITIES, LLC (MINNEAPOLIS MN)
NY
09/17/1997 - 08/13/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MN
11/01/1994 - 09/15/1997
GLOBAL FINANCIAL GROUP, INC. (MINNEAPOLIS MN)
MN
09/18/1989 - 10/28/1994
HAYNE, MILLER FINANCIAL, INC. (MINNEAPOLIS MN)
NA
03/05/1986 - 09/18/1989
HAYNE, MILLER & SWEARINGEN, INC.
NA
02/21/1985 - 03/14/1986
SUMMIT INVESTMENT CORPORATION
IA
Issued 07/25/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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