Unclaimed
Mark John Masson is an Ameriprise Financial Services, LLC registered representative with over 30 years of experience in the financial services industry. Mark is a licensed Investment Advisor Representative in Florida, Michigan, and Texas. Mark has extensive experience in portfolio management for individuals and businesses, financial planning, and pension consulting. Mark has held a Series 65 license since 2001 and a Series 63 license since 1993. Mark also holds several other FINRA licenses, including Series 7, Series 9, Series 10, Series 24, and Series 4. Mark has been with Ameriprise Financial Services, LLC since 2020, and prior to that, was with Ameriprise Advisor Services, Inc. from 1993 to 2009.
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
MI
04/05/2010 - Present
Ameriprise Financial Services, LLC (FARMINGTON HILLS MI)
MI
01/26/1993 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (WEST BLOOMFIELD MI)
IA
Issued 01/30/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/21/1995
Series 24 - General Securities Principal Examination
BC
Issued 05/03/1994
Series 4 - Registered Options Principal Examination
BC
Issued 01/07/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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