Unclaimed
Mark Powers is a financial professional with over 40 years of experience in the financial services industry. Mark currently works with Ameriprise Financial Services, LLC and holds various licenses and registrations including Series 7 and Series 63 licenses. Mark has extensive experience in providing financial planning services to individuals and families, as well as businesses. Mark is a Certified Financial Planner (CFP) and is dedicated to helping his 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.
1
2
IN
04/09/2020 - Present
Ameriprise Financial Services, LLC (EVANSVILLE IN)
MN
09/27/1990 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
01/18/1985 - 12/24/1986
IDS FINANCIAL SERVICES INC.
NA
10/12/1983 - 01/09/1985
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
09/05/1980 - 09/28/1983
IDS LIFE INSURANCE COMPANY
NA
09/05/1980 - 09/28/1983
IDS MARKETING CORPORATION
NA
09/05/1980 - 09/28/1983
INVESTORS DIVERSIFIED SERVICES, INC.
BC
Issued 08/25/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1983
Series 7 - General Securities Representative Examination
BC
Issued 08/28/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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