Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Nicholson is a financial advisor registered with Ameriprise Financial Services, LLC. Mark has been in the financial services industry since August 29, 1993. He holds the Series 7, Series 24, Series 30, Series 31, Series 63, and Series 66 licenses. Mark is also a Certified Financial Planner. Mark has a history of working with clients in various industries, including individuals, corporations, pension and profit-sharing plans, insurance companies, charitable organizations, and trusts/estates. Mark is an active member of the financial services industry, having worked previously with LPL Financial LLC and A. G. Edwards & Sons, Inc. Mark has served as church elder and is on the governing body of his church.
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
IN
04/18/2012 - Present
Ameriprise Financial Services, LLC (NEWBURGH IN)
IN
01/08/2007 - 05/03/2012
LPL FINANCIAL LLC (EVANSVILLE IN)
IN
08/30/1993 - 01/11/2007
A. G. EDWARDS & SONS, INC. (EVANSVILLE IN)
BOTH
Issued 05/02/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2007
Series 24 - General Securities Principal Examination
BC
Issued 03/29/2007
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 08/27/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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