Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark William Karstrom is a financial advisor who has been working in the industry since 2006. Mark is registered with Realta Investment Advisors, Inc. and Fourstar Wealth Advisors, LLC. Mark specializes in providing financial planning services to individuals and families. Mark is committed to helping clients achieve their financial goals and is dedicated to providing them with the highest quality of service.
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.
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
DE
09/16/2020 - Present
Realta Investment Advisors, Inc. (WILMINGTON DE)
IL
08/15/2014 - 08/31/2020
SANCTUARY SECURITIES, INC. (CHICAGO IL)
IL
01/26/2012 - 08/20/2014
KINGSBURY CAPITAL LLC (EVANSTON IL)
IL
08/25/2010 - 08/11/2011
SPYGLASS SECURITIES, LLC (ARLINGTON HEIGHTS IL)
IL
07/06/2010 - 07/28/2010
NEWBRIDGE SECURITIES CORPORATION (CHICAGO IL)
IL
05/18/2009 - 07/19/2010
CHICAGO INVESTMENT GROUP, LLC (CHICAGO IL)
IL
11/17/2006 - 05/13/2009
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
BOTH
Issued 12/19/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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