Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Kuznitz is an investment advisor representative with Ameriprise Financial Services, LLC. Mark has been in the financial services industry since July 12, 1992. Mark is licensed to sell securities in 27 states. Mark has a Series 6, Series 7, Series 63, and Series 65 license. Mark's firm, Ameriprise Financial Services, LLC, manages over $479 billion in assets for 2.2 million clients. Mark's current practice focuses on providing financial planning, asset allocation services, educational seminars, and portfolio management for individuals and businesses.
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
NJ
03/06/2023 - Present
Ameriprise Financial Services, LLC (Red Bank NJ)
NJ
10/23/2009 - 03/06/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MANASQUAN NJ)
NJ
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (FORKED RIVER NJ)
NY
08/07/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
08/28/1992 - 08/07/2000
FLEET ENTERPRISES, INC. (NEW YORK NY)
NY
05/29/1992 - 07/13/1992
USLIFE EQUITY SALES CORP. (NEW YORK NY)
IA
Issued 07/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/28/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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