Unclaimed
Marcus Ridley is a financial advisor at Ameriprise Financial Services, LLC. Marcus has been in the industry since 2010. He holds the Series 6, Series 7 and Series 63 licenses. Marcus has also been registered with Ameriprise Financial Services, Inc. and Thrivernt Investment Management, Inc. Marcus focuses on providing financial planning and investment advice to high net worth individuals, corporations and other businesses. Marcus also provides asset allocation and pension consulting services.
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
04/18/2017 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
01/03/2017 - 04/18/2017
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (Minneapolis MN)
MN
05/05/2011 - 01/18/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
WI
10/04/2010 - 04/29/2011
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
BC
Issued 10/15/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2015
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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