Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Christopher Freeland is a financial advisor with Ameriprise Financial Services, LLC. Mark has been in the financial services industry since 2001. Mark specializes in asset allocation, financial planning, portfolio management, and retirement planning. Mark holds Series 6, 7, 63, and 65 licenses and has experience working with a variety of clients, including individuals, families, businesses, and retirement plans.
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
06/25/2018 - Present
Ameriprise Financial Services, LLC (Corpus Christi TX)
TX
10/31/2013 - 09/24/2018
INVESTMENT PROFESSIONALS, INC. (CORPUS CHRISTI TX)
TX
05/24/2012 - 11/05/2013
SIGNATOR INVESTORS, INC. (SAN ANTONIO TX)
TX
11/25/2003 - 01/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CORPUS CHRISTI TX)
CA
02/01/2001 - 12/16/2003
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
NY
07/14/1998 - 02/21/2001
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
MN
08/12/1997 - 05/21/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/12/1997 - 05/21/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 06/22/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/23/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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