Unclaimed
Mark Iver Haukedahl is a financial professional with over 30 years of experience in the financial services industry. Mark is a Registered Representative and Investment Advisor Representative currently associated with Commonwealth Financial Network. Mark previously worked with CAPITAL MANAGEMENT SECURITIES, INC. and FSC SECURITIES CORPORATION. Mark has been active in the industry since 1984, and is registered to provide securities and investment advisory services in multiple states. Mark holds the Series 63, 65, 7 and SIE licenses and has earned the Chartered Financial Consultant designation.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
11/01/2017 - Present
Commonwealth Financial Network (Bloomington MN)
MN
07/02/2007 - 10/31/2017
CAPITAL MANAGEMENT SECURITIES, INC. (BLOOMINGTON MN)
MN
11/30/2005 - 07/03/2007
FSC SECURITIES CORPORATION (BLOOMINGTON MN)
LA
12/16/2001 - 11/30/2005
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
PA
12/15/1988 - 12/16/2001
AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)
NA
03/19/1987 - 12/19/1988
BOARDWALK CAPITAL CORPORATION
NA
09/03/1985 - 03/17/1987
SOURCE SECURITIES, INC.
NA
03/28/1984 - 09/09/1985
AMEV INVESTORS, INC.
IA
Issued 02/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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