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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Girmann is a financial advisor with Ameriprise Financial Services, LLC. David has been in the financial industry since 2002 and has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. He offers financial planning services, portfolio management, and asset allocation services. David also provides educational seminars to help clients learn about financial planning and investing. He is committed to providing personalized financial advice to help clients achieve their financial goals.
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
KY
02/16/2018 - Present
Ameriprise Financial Services, LLC (Crestview Hills KY)
OH
07/01/2014 - 08/21/2015
THE HUNTINGTON INVESTMENT COMPANY (CINCINNATI OH)
OH
01/25/2011 - 12/31/2013
LINCOLN INVESTMENT (CINCINNATI OH)
OH
12/04/2008 - 08/04/2010
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
CA
01/15/2008 - 10/14/2008
CORE CAPITAL MARKETS GROUP, INC. (IRVINE CA)
GA
10/25/2004 - 12/31/2005
VSR FINANCIAL SERVICES, INC. (PEACHTREE CITY GA)
OH
02/09/1999 - 09/03/2003
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
IN
12/22/1995 - 02/04/1999
CONSECO FINANCIAL SERVICES, INC. (CARMEL IN)
BOTH
Issued 04/16/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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