Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you June? Claim Your ProfileJune Rochelle malvin Lonnquist is a registered investment advisor representative with Sequoia Financial Group, LLC. June has over 17 years of experience in the financial services industry. June has held previous positions at United Planners' Financial Services of America A Limited Partner, Securities America, Inc., Woodbury Financial Services, Inc., and Thrivent Investment Management Inc. June holds the Series 66, Series 7, and SIE licenses. June is also a board member/supervisor for South Bend Township.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
11/11/2024 - Present
Sequoia Financial Group, LLC (AKRON OH)
MN
09/29/2015 - 08/10/2023
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (MANKATO MN)
MN
02/04/2013 - 10/01/2015
SECURITIES AMERICA, INC. (MANKATO MN)
MN
07/19/2007 - 01/23/2013
WOODBURY FINANCIAL SERVICES, INC. (NORTH MANKATO MN)
MN
01/20/2006 - 12/04/2006
THRIVENT INVESTMENT MANAGEMENT INC. (MANKATO MN)
BOTH
Issued 02/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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