Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Alan Finnestad is a financial advisor with over 30 years of experience in the industry. Mark is registered with United Planners' Financial Services of America A Limited Partner and has held previous registrations with several other firms. Mark specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Mark is also a registered Investment Advisor in the state of Minnesota.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
11/05/2013 - Present
United Planners' Financial Services OF America A Limited Partner (MINNEAPOLIS MN)
FL
01/31/1992 - 11/04/1997
INVESTACORP, INC. (MIAMI FL)
MO
01/29/1991 - 02/28/1992
FFP SECURITIES, INC. (CHESTERFIELD MO)
AZ
06/18/1989 - 02/13/1991
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
NA
09/18/1987 - 06/18/1989
SOUTHMARK FINANCIAL SERVICES, INC.
BOTH
Issued 09/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/17/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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