Unclaimed
Mark Blakeman is a financial professional with over 30 years of experience in the financial services industry. Mark is currently registered as an Investment Advisor Representative (IAR) with Ameriprise Financial Services, LLC and has held various financial industry licenses, including Series 7, Series 63 and Series 65. Prior to his current role at Ameriprise, Mark was a registered representative with IDS LIFE INSURANCE COMPANY. Mark is registered to provide financial advice in various states, including North Carolina, Texas, Arizona, California, Colorado, Connecticut, Florida, Georgia, Hawaii, Maryland, Massachusetts, Michigan, Minnesota, Ohio, Pennsylvania, South Carolina. Mark is committed to providing personalized financial advice and services to help clients achieve their financial goals.
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
NC
10/30/2023 - Present
Ameriprise Financial Services, LLC (Canton NC)
MN
05/22/1991 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/26/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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