Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Joseph De celle is a financial advisor with Ameriprise Financial Services, LLC. Mark has been working in the financial services industry since 1988, and holds a number of licenses and registrations, including Series 7, 63, 65, 9, 10, 24 and SIE. Mark works with a variety of clients, including high-net-worth individuals, corporations, and trusts. Mark's firm, Ameriprise Financial Services, LLC, is a large financial services firm with over $479 billion in assets under management. Ameriprise Financial Services, LLC offers a variety of financial services, including investment management, financial planning, and insurance.
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
MA
08/09/2023 - Present
Ameriprise Financial Services, LLC (GREAT BARRINGTON MA)
MN
07/06/1989 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
03/21/1988 - 06/26/1989
PUTNAM FINANCIAL SERVICES, INC.
IA
Issued 04/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/27/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/11/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1989
Series 7 - General Securities Representative Examination
BC
Issued 03/18/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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