Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Laverne Wood is a financial advisor with Ameriprise Financial Services, LLC in Madison, WI. Mark has been in the financial industry since 2002. Mark has a wide range of experience and is able to provide financial advice and investment management services to individuals, families, businesses, and institutions. Mark is licensed to offer financial advice and investment management services in several states, including Texas and Wisconsin.
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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WI
02/19/2021 - Present
Ameriprise Financial Services, LLC (Madison WI)
WI
06/29/2012 - 02/24/2021
WADDELL & REED (MADISON WI)
WI
06/01/2009 - 07/11/2012
MORGAN STANLEY SMITH BARNEY (MADISON WI)
WI
05/23/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MADISON WI)
WI
08/18/2003 - 06/02/2008
ROBERT W. BAIRD & CO. INCORPORATED (MADISON WI)
GA
11/24/1995 - 12/31/1996
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 08/22/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/22/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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