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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Steven Marko is a financial advisor registered with Ameriprise Financial Services, LLC. Jeffrey has been working in the financial services industry since January 6, 2012 and has a total of 34 state registrations. Jeffrey is also a registered Investment Advisor with the state of Michigan and Texas. Jeffrey is a series 6, 7, and 63 licensed professional who has been working with a variety of clients including individuals, businesses, trusts, estates, and charitable organizations. Jeffrey's previous employers include ROYAL ALLIANCE ASSOCIATES, INC., SECURITIES AMERICA, INC. and THE O.N. EQUITY SALES COMPANY.
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.
Asset allocation services
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.
1
2
MI
08/30/2021 - Present
Ameriprise Financial Services, LLC (Troy MI)
MI
08/30/2019 - 01/07/2021
ROYAL ALLIANCE ASSOCIATES, INC. (TROY MI)
MI
08/14/2018 - 09/03/2019
SECURITIES AMERICA, INC. (STERLING HEIGHTS MI)
MI
08/17/2016 - 08/15/2018
THE O.N. EQUITY SALES COMPANY (STERLING HEIGHTS MI)
MI
12/23/2011 - 08/01/2016
FORESTERS FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
IA
Issued 09/16/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/22/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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