Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Lindgren is a financial professional with over 20 years of experience in the industry. Mark is currently registered with Sunstreet Securities, LLC and has been with the firm since January 2017. Prior to that, Mark worked at ProEquities, Inc., Ameriprise Financial Services, Inc., RBC Dain Rauscher Inc. and RBC Capital Markets Corporation. Mark provides financial planning and portfolio management services to both individuals and high-net-worth clients.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Referral fees from tpas
1
2
AZ
01/05/2017 - Present
Sunstreet Securities, LLC (AVONDALE AZ)
MN
02/05/2007 - 12/31/2016
PROEQUITIES, INC. (RAMSEY MN)
MN
08/28/2006 - 10/31/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
06/27/2006 - 07/18/2006
AMERIPRISE FINANCIAL SERVICES, INC. (BLOOMINGTON MN)
NY
03/07/2006 - 06/13/2006
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NY
02/06/2004 - 12/02/2004
RBC CAPITAL MARKETS CORPORATION (NEW YORK NY)
NY
03/02/1998 - 02/06/2004
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NA
08/30/1996 - 03/02/1998
DAIN RAUSCHER INCORPORATED
NY
08/09/1994 - 09/09/1996
REGIONAL OPERATIONS GROUP, INC. (NEW YORK NY)
BOTH
Issued 09/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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