Unclaimed
Mark Linnecke is a financial advisor with Invesco Advisers, Inc. Mark has been in the financial industry since 2005 and has experience in working with a variety of clients, including insurance companies, investment companies, and pooled investment vehicles. Mark has extensive experience in portfolio management and has worked with several financial companies in the past including Neuberger Berman, LLC and WELLS FARGO FUNDS DISTRIBUTOR, LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Ia to canadian registered mutual funds; portfolio management for private funds
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
10/24/2019 - Present
Invesco Advisers, Inc. (Manhattan Beach CA)
NC
12/03/2015 - 10/03/2019
WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)
NY
11/20/2013 - 12/01/2015
NEUBERGER BERMAN LLC (NEW YORK NY)
CT
10/31/2012 - 11/21/2013
MANAGERS DISTRIBUTORS, INC. (STAMFORD CT)
NY
01/04/2012 - 10/18/2012
EQUINOX GROUP DISTRIBUTORS, LLC (NEW YORK NY)
MT
04/20/2011 - 01/09/2012
DESTRA CAPITAL INVESTMENTS LLC (BOZEMAN MT)
CO
03/09/2007 - 04/21/2011
JANUS DISTRIBUTORS LLC (DENVER CO)
CA
05/17/2006 - 02/27/2007
NEUBERGER BERMAN, LLC (LOS ANGELES CA)
IL
01/12/2005 - 06/08/2006
SANFORD C. BERNSTEIN & CO., LLC (CHICAGO IL)
IA
Issued 02/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2014
Series 31 - Futures Managed Funds Examination
BC
Issued 01/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Linnecke is the right advisor for you? Invested Better is here to help.