Unclaimed
Mark William Dellisant is a financial professional with over 20 years of experience in the financial services industry. Mark is currently registered with Ameriprise Financial Services, LLC. Mark is licensed to provide securities and investment advisory services in numerous states across the United States. Prior to Ameriprise, Mark was affiliated with BROWN BROTHERS HARRIMAN & CO. Mark has a deep understanding of investment strategies and has helped many clients achieve their financial goals. Mark is committed to providing personalized service to each client and is dedicated to helping clients build a strong financial future.
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
NY
12/09/2021 - Present
Ameriprise Financial Services, LLC (Hauppauge NY)
NY
12/22/2000 - 01/18/2005
BROWN BROTHERS HARRIMAN & CO. (NEW YORK NY)
BC
Issued 12/13/2011
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/10/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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