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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 Lindblom is a financial advisor with Morgan Stanley. Mark has been in the financial services industry since 1985. Mark has a Series 7, Series 31, Series 63, and Series 65 license and has been registered with FINRA since 1994. Mark is also registered as an investment advisor representative in several states. Previously, Mark was employed by Managed Account Services, LLC, Morgan Stanley Smith Barney, Lehman Brothers Inc., and Morgan Stanley & Co., Incorporated. Mark's previous experience includes working for Merrill Lynch, Pierce, Fenner & Smith Incorporated, and The Brokerage Corporation of America, Inc..
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
04/15/2020 - Present
Morgan Stanley (West Palm Beach FL)
FL
06/19/2013 - 01/06/2017
MANAGED ACCOUNT SERVICES, LLC (BOCA RATON FL)
FL
12/09/2009 - 12/23/2010
MORGAN STANLEY SMITH BARNEY (W. PALM BEACH FL)
GA
06/09/2004 - 07/16/2008
LEHMAN BROTHERS INC. (ATLANTA GA)
NY
02/08/1994 - 06/08/2004
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NA
07/25/1987 - 09/28/1987
THE BROKERAGE CORPORATION OF AMERICA, INC.
NA
07/26/1985 - 09/26/1986
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 10/10/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/20/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 01/27/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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