Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael John Albert is a financial advisor with over 28 years of experience in the financial services industry. Michael is currently registered with LPL Financial LLC, a large independent broker-dealer, and is based out of their Cedar Rapids, Iowa office. Michael has a strong track record of working with a diverse range of clients, including high-net-worth individuals, corporations, and pension plans. Prior to joining LPL Financial LLC, Michael was a registered representative with CUNA Brokerage Services, Inc. and Norwest Investment Services, Inc. Michael is also a licensed investment advisor in Iowa.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IA
05/18/2022 - Present
LPL Financial LLC (CEDAR RAPIDS IA)
IA
05/26/1998 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (CEDAR RAPIDS IA)
MN
04/25/1994 - 05/18/1998
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
BOTH
Issued 06/29/2001
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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