Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Abigail? Claim Your ProfileAbigail Courtney Lundquist is a financial advisor at Cetera Investment Advisers LLC, located in Forest Lake, MN. Abigail has been working in the financial industry since August 2021. She has experience working at various financial institutions, including OSAIC WEALTH, INC. and SAGEPOINT FINANCIAL, INC. Abigail is also a registered representative in Minnesota and holds both Series 7TO and Series 66 licenses. She is committed to providing her clients with personalized financial planning and investment management 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.
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
04/17/2024 - Present
Cetera Investment Advisers LLC (Forest Lake MN)
MN
09/01/2023 - 02/14/2024
OSAIC WEALTH, INC. (FOREST LAKE MN)
MN
08/16/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FOREST LAKE MN)
BOTH
Issued 07/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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