Unclaimed
Marc Kreuser is a financial advisor at Ameriprise Financial Services, LLC with over 27 years of experience in the industry. Marc is registered with FINRA as a Registered Representative and is also a Registered Investment Advisor. Marc holds Series 7, 63, and 65 licenses and has a Certified Financial Planner designation. Marc specializes in asset allocation services, financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
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2
NY
10/03/2006 - Present
Ameriprise Financial Services, LLC (NEWARK NY)
MN
05/23/1995 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 06/01/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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