Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Zipfel is an investment advisor representative at Ameriprise Financial Services, LLC. Mark is a seasoned professional in the financial services industry, with over 40 years of experience. Mark has held various roles at J.J.B. HILLIARD, W.L. LYONS, LLC and Fifth Third Securities, Inc. Mark's current role at Ameriprise Financial Services, LLC allows Mark to leverage his expertise to provide comprehensive financial planning and investment management services to individuals, families, and businesses. Mark's focus is on helping clients achieve their financial goals, and Mark is committed to providing them with the personalized attention and guidance they need to succeed.
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
OH
01/04/2018 - Present
Ameriprise Financial Services, LLC (Worthington OH)
OH
04/27/2005 - 01/19/2018
J.J.B. HILLIARD, W.L. LYONS, LLC (Grandview Heights OH)
OH
09/23/1983 - 03/23/2005
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
BC
Issued 10/28/1983
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 10/31/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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