Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Kanyanta is an investment advisor representative with Ameriprise Financial Services, LLC. Mark has been in the financial services industry since July 25, 2019. Mark holds a Series 66 license and a Series 7 license. Mark's previous experience includes working for Securities America, Inc., APW Capital, Inc., and BMO Harris Financial Advisors, Inc. Mark's firm, Ameriprise Financial Services, LLC, is a large firm with over 11,732 licensed agents, 12,435 investment adviser representatives, 13,881 registered representatives, and 12,518 investment advisory functions. The firm has assets under management between $1 billion and $10 billion. Mark provides financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals. Mark also provides asset allocation services.
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
WI
09/29/2020 - Present
Ameriprise Financial Services, LLC (GREEN BAY WI)
WI
08/12/2019 - 10/22/2019
SECURITIES AMERICA, INC. (FOND DU LAC WI)
WI
01/14/2019 - 04/23/2019
APW CAPITAL, INC. (Green Bay WI)
WI
04/30/2018 - 01/02/2019
BMO HARRIS FINANCIAL ADVISORS, INC. (APPLETON WI)
BOTH
Issued 10/19/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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