Unclaimed
Mark Henry Bollum is a financial advisor with Ameriprise Financial Services, LLC. Mark has been in the financial services industry since 1984 and has a Series 7, Series 63, and Series 22 license. Mark has experience with a variety of financial products and services, including investment planning, retirement planning, and insurance. He has worked at IDS LIFE INSURANCE COMPANY, IDS FINANCIAL SERVICES INC, and American Express Financial Advisors, Inc. Mark is registered in 20 states and is currently based in St. Peter, Minnesota.
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.
1
2
MN
10/21/2016 - Present
Ameriprise Financial Services, LLC (ST. PETER MN)
MN
11/01/1984 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
11/01/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 11/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 11/27/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/31/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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