Mark Peterson - Financial Advisor, Ameriprise Financial Services, LLC

Welcome to Mark Peterson - Financial Advisor, Ameriprise Financial Services, LLC

Located at 800 Veterans Memorial Highway in Hauppauge, New York, Mark Peterson is your trusted partner in navigating the complexities of financial planning. As a dedicated financial advisor, Mark offers personalized services tailored to meet the unique financial needs of individuals, retirees, and small business owners in the community.

Our Expertise

Mark Peterson holds a variety of prestigious certifications that highlight his expertise and commitment to delivering exceptional financial advice:

- AAMS™ (Accredited Asset Management Specialist™): Demonstrates proficiency in asset management, investment strategies, and estate planning.

- ADPA™ (Accredited Domestic Partnership Advisor™): Specializes in wealth transfers, federal taxation, and retirement planning for domestic partners.

- AEP® (Accredited Estate Planner®): Recognized for advanced knowledge in estate planning.

- AIF® (Accredited Investment Fiduciary®): Ensures adherence to fiduciary standards and ethics.

- APMA™ (Accredited Portfolio Management Advisor™): Expert in client assessment, risk management, and portfolio theory.

- AWMA℠ (Accredited Wealth Management Advisor℠): Focused on asset management and strategies for high-net-worth clients.

- Behavioral Financial Advisor: Enhances decision-making and relationship management in financial planning.

- CAP® (Chartered Advisor in Philanthropy®): Guides clients in philanthropic endeavors.

- CAS® (Certified Annuity Specialist®): Offers insights into fixed-rate and variable annuities.

- CASL® (Chartered Advisor for Senior Living®): Addresses the financial needs of seniors.

- CDFA® (Certified Divorce Financial Analyst®): Specializes in financial issues related to divorce.

- CEP® (Certified Estate Planner™): Leads in comprehensive estate planning education.

- CEPA (Certified Exit Planning Advisor®): Expert in exit strategies for entrepreneurs.

- CFA® (Chartered Financial Analyst®): Mastery in investment analysis and portfolio management.

- CFP® (CERTIFIED FINANCIAL PLANNER™): Standard of excellence in personal financial planning.

- CFS® (Certified Fund Specialist): Advanced knowledge in mutual fund analysis.

- ChFC® (Chartered Financial Consultant®): Respected credential for comprehensive financial planning.

- ChSNC® (Chartered Special Needs Consultant®): Specializes in planning for families with special needs.

- CIMA® (Certified Investment Management Analyst®): Expertise in asset allocation and risk management.

- CKA® (Certified Kingdom Advisor®): Provides biblically wise financial advice.

- CLTC® (Certified in Long-Term Care): Focus on long-term care planning.

- CLU® (Chartered Life Underwriter®): Highest designation in life insurance and estate planning.

- CFMA® (Certified Military Financial Advisor®): Dedicated to serving military personnel and veterans.

Our Commitment

At Mark Peterson - Financial Advisor, Ameriprise Financial Services, LLC, we are committed to providing our clients with comprehensive, ethical, and innovative financial solutions. Whether you are planning for retirement, managing investments, or exploring estate planning, our goal is to help you achieve financial confidence and success.

Visit us at our Hauppauge office or contact us today to learn how we can assist you in reaching your financial goals.