Unclaimed
Mark Francis Fink is a financial advisor with over 20 years of experience in the financial services industry. Mark is currently registered with Ameriprise Financial Services, LLC and has been with the firm since August 2023. Mark has also previously worked for Comerica Securities, The Huntington Investment Company, and Donaldson, Lufkin & Jenrette Securities Corporation. Mark holds the Series 7, Series 63, and Series 65 licenses and is a Certified Financial Planner. Mark focuses on providing financial planning, portfolio management, and asset allocation services to individuals, families, and businesses.
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
MI
10/21/2024 - Present
Ameriprise Financial Services, LLC (Grand Rapids MI)
MI
07/13/2005 - 11/06/2023
COMERICA SECURITIES (GRAND RAPIDS MI)
OH
12/05/2002 - 07/01/2005
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
NJ
11/17/2000 - 10/23/2002
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
IA
Issued 07/02/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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