Unclaimed
Mark Victor Yackey is a financial advisor with over 30 years of experience in the financial services industry. Mark is currently registered with Ameriprise Financial Services, LLC, and is licensed to provide investment advice in multiple states. Mark has a broad range of experience and holds a variety of licenses, including Series 7, 9, 10, 24, 63 and 65. Mark has specialized in asset allocation, financial planning, pension consulting, educational seminars and portfolio management for individuals and businesses. Mark has previously been associated with IDS Life Insurance Company.
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
IL
10/09/2006 - Present
Ameriprise Financial Services, LLC (NAPERVILLE IL)
MN
10/09/1991 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 01/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/25/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/27/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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