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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Loren Page is an investment advisor representative with Cetera Investment Advisers LLC and has been in the financial industry since June 13, 1989. Mark has worked for several companies, including Cetera Advisor Networks LLC, Investment Financial Corporation, and Investment Centers of America, Inc. Mark is registered in Minnesota and holds the following licenses: Series 63, Series 65, Series 7, Series 3, Series 4, Series 24, and Series 52TO. Mark specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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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2
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (Chanhassen MN)
NE
01/17/2018 - 06/16/2020
CETERA ADVISOR NETWORKS LLC (OMAHA NE)
WI
01/11/2016 - 11/10/2017
INVEST FINANCIAL CORPORATION (APPLETON WI)
WI
01/11/2016 - 11/10/2017
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
WI
01/11/2016 - 11/10/2017
SII INVESTMENTS, INC. (APPLETON WI)
CA
08/06/2009 - 11/10/2017
NATIONAL PLANNING CORPORATION (El Segundo CA)
VA
06/14/2007 - 03/05/2009
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
MN
01/22/2002 - 06/01/2007
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
MN
10/31/2001 - 01/11/2002
TCF SECURITIES, INC. (MINNEAPOLIS MN)
MA
02/23/2000 - 07/06/2001
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
MN
10/09/1997 - 01/12/2000
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
MN
10/25/1993 - 10/15/1997
U.S. BANCORP INVESTMENTS (SAINT PAUL MN)
MN
03/06/1992 - 10/27/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
03/06/1992 - 10/27/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
11/29/1989 - 12/13/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
01/19/1988 - 12/02/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 03/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/1997
Series 4 - Registered Options Principal Examination
BC
Issued 03/03/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/09/1993
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1990
Series 3 - National Commodity Futures Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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