Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Allen Meier is a financial advisor with over 20 years of experience in the financial services industry. Mark is currently registered with Ameriprise Financial Services, LLC and has been a registered representative since 1998. Mark has a strong background in providing investment advice, financial planning, and retirement planning services to individuals, families, and businesses. Mark holds a Series 7, Series 63, and Series 66 license, as well as the Securities Industry Essentials Examination (SIE). Mark is also a registered investment advisor in the state of Texas. Mark has experience working with a variety of clients, including high-net-worth individuals, families, businesses, and charitable organizations. Mark is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
TX
04/16/2021 - Present
Ameriprise Financial Services, LLC (Lake Jackson TX)
TX
02/14/2012 - 05/17/2021
LPL FINANCIAL LLC (HOUSTON TX)
TX
11/30/2000 - 02/16/2012
CUNA BROKERAGE SERVICES, INC. (HOUSTON TX)
MO
06/30/1998 - 12/15/2000
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 02/11/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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