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 Pehrson is a financial advisor with over 30 years of experience in the industry. He is currently registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since September 2019. Mark has a diverse background in financial services, having worked for several other firms over the years, including UBS Financial Services Inc., Piper Jaffray & Co., and U.S. Bancorp Investments, Inc. Mark is a Certified Financial Planner and holds multiple securities licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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
09/05/2019 - Present
Wells Fargo Advisors Financial Network, LLC (WAYZATA MN)
MN
09/25/2008 - 09/05/2019
WELLS FARGO CLEARING SERVICES, LLC (MINNEAPOLIS MN)
MN
08/12/2006 - 10/03/2008
UBS FINANCIAL SERVICES INC. (ST PAUL MN)
MN
01/14/2000 - 08/12/2006
PIPER JAFFRAY & CO. (ST PAUL MN)
MN
01/05/1994 - 09/04/2001
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NY
04/14/1992 - 12/02/1993
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
11/19/1990 - 03/23/1992
CRAIG-HALLUM, INC.
CO
06/13/1990 - 11/15/1990
R A F FINANCIAL CORPORATION (DENVER CO)
NA
08/09/1989 - 05/23/1990
B C FINANCIAL CORPORATION
NA
01/21/1986 - 01/02/1989
BLINDER, ROBINSON & CO., INC.
IA
Issued 03/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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