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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Brian Degner is an investment advisor representative with Ameriprise Financial Services, LLC. Mark has been in the financial services industry since 1993. Mark is registered in 32 states and holds the Series 7, Series 63, Series 65, and Series 66 securities licenses. Ameriprise Financial Services, LLC provides asset allocation services, financial planning, pension consulting, educational seminars, and publication of periodicals. Ameriprise Financial Services, LLC manages assets for individuals, businesses, and trusts. Mark has experience providing financial services for high net worth individuals and is actively registered with FINRA.
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
OR
04/03/2017 - Present
Ameriprise Financial Services, LLC (Medford OR)
OR
02/26/1999 - 04/11/2017
LPL FINANCIAL LLC (MEDFORD OR)
NY
04/24/1995 - 03/02/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 03/09/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
07/08/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 04/25/2003
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/09/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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