Unclaimed
Marie Lynette Henrichs is a financial advisor with over 17 years of experience in the industry. Currently, Marie is registered with LPL Financial LLC and holds a Series 63 and a Series 7 registration as well as a Uniform Investment Adviser Law Examination (Series 65). Prior to joining LPL Financial LLC, Marie has worked with Osaic Wealth, Inc., Sagepoint Financial Advisors, and Royal Alliance Associates, Inc.. Marie is also a Certified Financial Planner.
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
MN
01/30/2024 - Present
LPL Financial LLC (MAPLE GROVE MN)
MN
03/11/2020 - 02/01/2024
OSAIC WEALTH, INC. (MAPLE GROVE MN)
MN
12/15/2010 - 01/24/2020
SAGEPOINT FINANCIAL, INC. (BLOOMINGTON MN)
MN
05/10/2006 - 12/10/2010
ROYAL ALLIANCE ASSOCIATES, INC. (MAPLE GROVE MN)
IA
Issued 07/27/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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