Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Alan Kelter is an investment professional with over 28 years of experience in the financial services industry. David is currently a Registered Representative at Ameriprise Financial Services, LLC. David has also held previous roles at Wells Fargo Clearing Services, LLC and A. G. Edwards & Sons, Inc. David's experience includes a wide range of financial services, including portfolio management for individuals and businesses, financial planning, and educational seminars. David holds Series 7, 31, and SIE securities licenses as well as a Series 63 license for state securities laws. David is registered to provide investment advice in 27 states.
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.
1
2
CA
12/09/2022 - Present
Ameriprise Financial Services, LLC (San Diego CA)
CA
01/01/2008 - 12/16/2022
WELLS FARGO CLEARING SERVICES, LLC (SAN DIEGO CA)
CA
08/01/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ENCINITAS CA)
BC
Issued 08/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 07/29/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Kelter is the right advisor for you? Invested Better is here to help.
