Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Anthony Czarnecki is a financial advisor with over 30 years of experience in the financial services industry. Mark has been registered with Ameriprise Financial Services, LLC since 2016 and has previously held positions with Morgan Stanley, Citigroup Global Markets Inc., Lehman Brothers Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Mark specializes in providing asset allocation services, financial planning, pension consulting, and portfolio management for individuals and businesses. He is also registered as an Investment Advisor Representative in Michigan and Texas.
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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MI
04/26/2024 - Present
Ameriprise Financial Services, LLC (Grand Rapids MI)
MI
06/01/2009 - 02/05/2016
MORGAN STANLEY (GRAND RAPIDS MI)
MI
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GRAND RAPIDS MI)
NY
10/17/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
MN
07/05/1990 - 11/16/1990
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/05/1990 - 11/16/1990
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/19/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 07/02/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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