Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Edward Pelletier is a financial advisor with over 20 years of experience in the industry. Mark is currently registered with Cambridge Investment Research Advisors, Inc. and holds Series 7 and 66 licenses, as well as the SIE exam. Mark also holds active licenses in Connecticut and Massachusetts. Mark has previously worked at Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Mark has been registered as an advisor since 2000, and has served clients in numerous states including Arizona, California, Connecticut, Florida, Georgia, Indiana, Iowa, Kentucky, Maine, Massachusetts, Minnesota, Missouri, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, South Carolina, South Dakota, and Virginia. Mark also provides services to individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CT
04/16/2013 - Present
Cambridge Investment Research Advisors, Inc. (Farmington CT)
MA
10/16/2000 - 01/04/2011
AMERIPRISE FINANCIAL SERVICES, INC. (BOXBOROUGH MA)
MN
10/16/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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