Unclaimed
Marc Nall is a financial advisor with Ameriprise Financial Services, LLC. Marc has been in the financial services industry since May 4, 1997. Marc holds Series 7, Series 63, and SIE licenses. Marc is also a Certified Financial Planner. Marc has been registered with Ameriprise Financial Services, LLC since December 13, 2019. Marc has worked for several firms throughout their career, including Ameriprise Financial Services, LLC, and IDS Life Insurance Company. Marc is registered to provide investment advice in 51 states.
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
MN
12/13/2019 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MI
04/26/2017 - 12/08/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Troy MI)
MN
01/19/1996 - 10/10/2016
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
MN
01/19/1996 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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