Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Linder is a financial advisor with Osaic Wealth, Inc. Mark has been in the financial services industry since 1996 and has a wide range of experience. Mark specializes in providing financial planning and investment advice for individuals and businesses. Mark is also a registered investment advisor in Florida, Minnesota, North Dakota, and Wisconsin.
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
09/01/2023 - Present
Osaic Wealth, Inc. (HUTCHINSON MN)
MN
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (HUTCHINSON MN)
MN
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (HUTCHINSON MN)
TX
09/23/1996 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 05/01/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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