Unclaimed
Marc Robert Rienas is a financial advisor with Ameriprise Financial Services, LLC. Marc is a licensed financial professional in New Jersey, New York, Connecticut, Massachusetts, and North Carolina. Marc specializes in providing financial planning, investment management, and educational seminars to individuals, families, and businesses. He is passionate about helping clients reach their financial goals and is committed to providing personalized service. Marc has a background in finance and accounting, and he has a strong understanding of the financial markets. He is also a Certified Financial Planner (CFP).
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
01/18/2024 - Present
Ameriprise Financial Services, LLC (White Plains NY)
BOTH
Issued 06/29/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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