Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Charles Demark is an investment advisor representative with Ameriprise Financial Services, LLC. Paul has been in the financial industry since 1985 and is registered with the states of Arizona, California, Georgia, Indiana, Michigan, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, and Virginia. Paul is also registered as an investment advisor representative in Texas. Paul has passed the Series 3, 7, 63, 66 and SIE exams. Paul is licensed to sell real estate, and is a member of the firm's independent insurance brokerage business. Paul is also the owner of Demark LLC.
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
MI
04/01/2019 - Present
Ameriprise Financial Services, LLC (Clinton Township MI)
MI
06/01/2009 - 03/15/2019
MORGAN STANLEY (BIRMINGHAM MI)
MI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BIRMINGHAM MI)
MI
10/03/1985 - 04/02/2007
MORGAN STANLEY DW INC. (BIRMINGHAM MI)
BOTH
Issued 10/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1987
Series 3 - National Commodity Futures Examination
BC
Issued 09/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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