Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Allen Sunberg is a financial professional with over 28 years of experience in the financial services industry. Mark is a registered representative of Cetera Investment Advisers LLC and is also a Registered Investment Advisor in both Minnesota and Texas. Mark has previously worked with CRI Securities, LLC, and Securian Financial Services, Inc. Mark holds a Series 6, Series 7, Series 63, and Series 65 license and the SIE designation. He also owns Sunberg Capital Partners, Inc., an investment services firm based in Woodbury, Minnesota. Mark’s experience and credentials have earned him a reputation as a trusted and reliable advisor. Mark has worked with Cetera Investment Advisers LLC since 2013 and currently works out of their Woodbury, Minnesota office.
WOODBURY, MN
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
06/29/2023 - Present
Cetera Investment Advisers LLC (WOODBURY MN)
MN
02/16/2001 - 07/29/2005
CRI SECURITIES, LLC (ST. PAUL MN)
MN
12/02/1994 - 07/29/2005
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
Issued 12/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/8/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/14/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Sunberg is the right advisor for you? Invested Better is here to help.
