Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Holmquist is a financial advisor with over 15 years of experience in the financial services industry. Mark is currently registered with LPL Financial LLC and is also registered with the state of Iowa. Mark has been affiliated with several firms throughout his career, including CUNA Brokerage Services, Inc., Cetera Investment Services LLC, Broker Dealer Financial Services Corp., Edward Jones, and Warner Group, Inc. Mark's areas of expertise include portfolio management, financial planning, and investment consulting. Mark is committed to providing his clients with personalized financial advice and strategies to help them achieve their financial goals.
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.
1
2
IA
05/18/2022 - Present
LPL Financial LLC (Waverly IA)
IA
08/28/2019 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
IA
12/01/2014 - 04/30/2019
CETERA INVESTMENT SERVICES LLC (WAVERLY IA)
IA
10/29/2012 - 11/28/2014
BROKER DEALER FINANCIAL SERVICES CORP. (WAVERLY IA)
IA
07/02/2007 - 10/23/2012
EDWARD JONES (WATERLOO IA)
IA
09/22/2006 - 06/21/2007
WARNER GROUP, INC. (WATERLOO IA)
BOTH
Issued 07/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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