Unclaimed
Parker Burshem is a financial advisor at Kingsview Wealth Management, LLC. Parker has been working in the financial industry for over 15 years. Parker has a strong background in securities, investments, and financial planning. Parker holds the Series 66, 7, 9, and 10 securities licenses. Parker is registered to provide investment advice in Minnesota. Parker has worked at Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC previously.
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.
Strategic management for diversified investment portfolios.
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
10/03/2023 - Present
Kingsview Wealth Management, LLC (St Paul MN)
MN
08/13/2012 - 09/15/2023
WELLS FARGO CLEARING SERVICES, LLC (MINNEAPOLIS MN)
MN
01/03/2011 - 07/30/2012
WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)
MN
04/09/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
BOTH
Issued 07/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/14/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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