Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Harold Wingerd is a financial advisor with over 30 years of experience in the financial services industry. Mark has been a registered representative with Osaic Wealth, Inc. since 2005. Prior to joining Osaic Wealth, Mark was with American Express Financial Advisors, Inc. and IDS Life Insurance Company. He is a Certified Financial Planner and holds a variety of licenses and registrations, including Series 7, Series 24, Series 51 and SIE. Mark has a strong commitment to providing personalized financial planning and investment management services to individuals, families, and businesses. He is dedicated to helping clients achieve their financial goals and aspirations.
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.
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MN
09/28/2023 - Present
Osaic Wealth, Inc. (NEW BRIGHTON MN)
MN
08/15/1991 - 05/06/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/15/1991 - 05/06/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 08/02/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/20/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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