Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Carl Swenson is an investment advisor representative at Packerland Brokerage Services, Inc. Mark has been in the financial services industry for over 16 years, and holds Series 66, Series 7 and SIE licenses. Mark's current firm is based in Green Bay, WI, with branch offices in Winona, MN. Prior to joining Packerland Brokerage Services, Inc., Mark worked at Ameriprise Financial Services, Inc. Mark's areas of expertise include financial planning, pension consulting and educational seminars. Mark has a number of approved registrations including CA, MN, VA, and WI.
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.
Personalized portfolio management to meet individual financial objectives.
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
WI
04/28/2015 - Present
Packerland Brokerage Services, Inc. (GREEN BAY WI)
MN
08/10/2009 - 04/16/2015
AMERIPRISE FINANCIAL SERVICES, INC. (AUSTIN MN)
MN
12/12/2008 - 07/22/2009
AMERIPRISE FINANCIAL SERVICES, INC. (ROCHESTER MN)
WI
06/28/2007 - 12/04/2008
EDWARD JONES (ONALASKA WI)
BOTH
Issued 08/24/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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