Unclaimed
Mary Colleen Beseke is a financial advisor with over 29 years of experience in the financial services industry. Mary is registered with Lincoln Investment and Capital Analysts. Mary has been a registered representative since 1992. She has been actively involved in the insurance industry since 1996 working with a number of insurance companies for annuity and life sales and providing marketing assistance. Mary is an active participant in community outreach initiatives and has a strong commitment to client education and 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
05/20/2021 - Present
Lincoln Investment (MINNEAPOLIS MN)
MN
07/23/1996 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (MINNEAPOLIS MN)
CT
10/01/1995 - 07/23/1996
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
WA
03/07/1994 - 10/01/1995
RELIASTAR FINANCIAL MARKETING CORP. (SEATTLE WA)
MN
01/05/1993 - 02/14/1994
R.J. STEICHEN & COMPANY (MINNEAPOLIS MN)
WA
10/29/1992 - 01/05/1993
RELIASTAR FINANCIAL MARKETING CORP. (SEATTLE WA)
BC
Issued 11/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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