Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark William Nelson is a financial advisor who has been in the industry since 2006. Mark is registered as a Registered Representative and Investment Adviser Representative with Ameriprise Financial Services, LLC in Colorado Springs, Colorado. Mark is licensed in 28 states including Colorado, New Mexico, and Texas. Mark has a previous employment history with Merrill Lynch and Edward Jones. Mark has a broad range of experience and specializes in asset allocation services, financial planning, pension consulting, educational seminars, portfolio management for individuals, and portfolio management for businesses. Mark offers other services as well including selection of other advisors and publication of periodicals. Mark is committed to providing personalized financial advice and services to help clients reach their financial goals.
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
CO
12/04/2015 - Present
Ameriprise Financial Services, LLC (COLORADO SPRINGS CO)
CO
10/01/2010 - 12/08/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLORADO SPRINGS CO)
CO
01/30/2006 - 10/06/2010
EDWARD JONES (COLORADO SPRINGS CO)
BOTH
Issued 02/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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