Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Vitale is an active Investment Advisor Representative with Ameriprise Financial Services, LLC. Mark has been in the industry since May 19, 2000, and has passed both the Series 66 and Series 7 exams, along with Series 4, Series 51 and Series 24. Mark works in the Newton, MA office, but also works in the Fairfield, CT, Guilford, CT and Rochester, NY offices. In addition to Ameriprise, Mark has also worked at IDS LIFE INSURANCE COMPANY and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Mark has 1 approved SRO, FINRA, and state registration. Mark specializes in asset allocation services, financial planning, and pension consulting.
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
MA
07/10/2021 - Present
Ameriprise Financial Services, LLC (Newton MA)
MN
01/31/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
04/24/2000 - 01/04/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/24/2000 - 01/04/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/22/2007
Series 4 - Registered Options Principal Examination
BC
Issued 06/26/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/14/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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