Unclaimed
Mark Abadir is an investment advisor representative with Ameriprise Financial Services, LLC. Mark is registered with the Securities and Exchange Commission as an investment advisor representative, and is licensed in 13 states. Mark has been in the securities industry since 1992 and is based in Red Bank, New Jersey. Mark works with a variety of clients, including individuals, families, businesses, trusts, and charitable organizations. Mark’s investment services include financial planning, portfolio management, and asset allocation.
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
NJ
03/08/2021 - Present
Ameriprise Financial Services, LLC (Red Bank NJ)
NJ
01/03/1997 - 03/08/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EAST BRUNSWICK NJ)
NY
02/19/1992 - 01/07/1997
MCLAUGHLIN, PIVEN, VOGEL SECURITIES, INC. (NEW YORK NY)
IA
Issued 07/09/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/17/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mark Abadir is the right advisor for you? Invested Better is here to help.