Unclaimed
Mark Greene is a financial advisor with over 30 years of experience in the financial services industry. Mark is currently registered with Fuse Partners, LLC in St Louis Falls, Minnesota, and is also a registered investment advisor representative (IAR) in Minnesota and Iowa. Mark provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutional clients. Mark has a strong track record of success in helping clients achieve their financial goals. Mark is committed to providing personalized and comprehensive financial advice to help clients reach their financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
MN
04/29/2024 - Present
Fuse Partners, LLC (St Louis Falls MN)
MN
10/13/2023 - 01/22/2024
AMERIPRISE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
MN
09/17/2018 - 08/02/2023
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BLOOMINGTON MN)
MN
02/09/2017 - 09/11/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EDINA MN)
NE
06/22/2015 - 01/17/2017
AMERITAS INVESTMENT CORP. (LINCOLN NE)
MN
01/26/1996 - 06/08/2015
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
IA
03/08/1988 - 09/14/1995
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BOTH
Issued 12/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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