Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Sterling Walsingham is a financial advisor with Tradition Wealth Management LLC. Mark has been in the financial industry since February 7, 2011. Mark is a registered Investment Advisor Representative in Minnesota. Mark holds licenses in Series 7, 24, 52, 53, 66, and SIE. Mark has experience in financial planning, pension consulting, and selection of other advisors. Tradition Wealth Management LLC specializes in providing financial advisory services to individuals, charitable organizations, corporations, and pension plans.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
1031 exchange consulting
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
09/29/2017 - Present
Tradition Wealth Management LLC (EDINA MN)
MN
02/04/2011 - 09/08/2017
GRADIENT SECURITIES, LLC (ARDEN HILLS MN)
BOTH
Issued 08/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2013
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/29/2012
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 02/03/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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