Mark WyandCRD Number: 5402543
Current Firm: Ameriprise Financial Services, Inc.
Mark Wyand (CRD# 5402543) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Rochester, NY and has over 5 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Ameriprise Financial Services Inc.||Rochester, NY||Jul 2011 - Current||5|
|Unemployed||Penfield, NY||Mar 2011 - Jul 2011||< 1|
|Goldman, Sachs & Company||Jersey City, NJ||Jul 2007 - Feb 2011||3|
|Villanova University - Pennsyl||Villanova, NY||Sep 2003 - May 2007||3|
|Prudential Fin L Svcs||Newark, NJ||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2011|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV