Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Peterson is a financial advisor in Minneapolis, MN. Mark has been a registered representative for over 28 years and is currently registered with Colliers Securities LLC. Mark's experience includes working with individuals, high-net-worth individuals, and pension and profit-sharing plans. Mark is also a registered investment advisor in Minnesota and Texas. Mark holds FINRA Series 7, 72, and 63 licenses and a Series 65 license.
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.
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.
A percentage of the total value of assets under management is charged.
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MN
09/19/2020 - Present
Colliers Securities LLC (MINNEAPOLIS MN)
MN
06/17/1994 - 09/30/1997
DOUGHERTY DAWKINS LLC (MINNEAPOLIS MN)
IA
Issued 11/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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