Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Stephen Meyer is a financial advisor currently registered with Ameriprise Financial Services, LLC. Mark has been in the industry since 1998 and has a wide range of experience in financial planning and investment management. He is licensed to provide advisory services in several states including Tennessee and Texas, and holds a Series 7, Series 24, and Series 66 licenses. Mark has previously worked with a number of financial institutions, including Fifth Third Securities, Inc., SunTrust Investment Services, Inc., and ING Financial Advisors, LLC. Mark has a proven track record of providing clients with personalized financial advice and investment management 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
TN
06/22/2018 - Present
Ameriprise Financial Services, LLC (Columbia TN)
TN
04/07/2017 - 09/24/2018
INVESTMENT PROFESSIONALS, INC. (Columbia TN)
TN
08/13/2010 - 04/17/2017
FIFTH THIRD SECURITIES, INC. (NASHVILLE TN)
TN
09/05/2006 - 08/23/2010
SUNTRUST INVESTMENT SERVICES, INC. (NASHVILLE TN)
TN
12/08/2004 - 08/30/2006
ING FINANCIAL ADVISERS, LLC (BRENTWOOD TN)
TN
12/20/2002 - 10/29/2004
POWELLJOHNSON (NASHVILLE TN)
NJ
08/14/2000 - 05/06/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
05/30/2000 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NY
06/30/1998 - 04/13/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BOTH
Issued 07/13/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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