Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Basinger is a financial advisor with Ameriprise Financial Services, LLC. David has been in the financial services industry since 1993, with experience at firms including VSR Financial Services, Inc., Wachovia Securities Financial Network, LLC, UBS PaineWebber Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. David holds Series 7, 63, and 65 licenses, as well as the SIE exam. David specializes in Asset Allocation Services, Financial Planning, Pension Consulting, and Educational Seminars. David is also a Real Estate Owner, Independent Insurance Broker, and Business Owner.
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
VA
06/10/2014 - Present
Ameriprise Financial Services, LLC (Occoquan VA)
VA
09/15/2003 - 06/10/2014
VSR FINANCIAL SERVICES, INC. (ALEXANDRIA VA)
MO
09/20/2002 - 09/17/2003
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ST. LOUIS MO)
NJ
12/10/1999 - 10/01/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
10/07/1993 - 12/15/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/02/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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