Marc Banks is a financial advisor at Ameriprise with 25 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Royal Alliance Associates, Sii, Guaranty Investment Services, and Broker Dealer Financial Services. Outside of his advisory role, he is president and treasurer of Unified Wealth Solutions, a business entity that manages non-investment-related expenses, and is involved in independent insurance brokering specializing in term life. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides tailored retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies. The firm’s retirement offering uses a combination of internal research, third-party data, and algorithmic tools, with recommendations implemented non-discretionarily alongside client advisors.