Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Eric Gade is a financial advisor based in Minnetonka, MN with over 9 years of experience in the industry. Mark is registered as an Investment Advisor Representative (IAR) in Arizona, Florida, Minnesota, Missouri, New Mexico, North Carolina, Washington, and Wisconsin. Mark holds the Series 6, Series 63, Series 65, and SIE licenses. Mark is associated with EFS Advisors with a branch office located in Cambridge, 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.
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.
A percentage of the total value of assets under management is charged.
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MN
03/06/2024 - Present
EFS Advisors (Minnetonka MN)
IA
Issued 12/19/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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