Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Andrew McKinney is a registered representative with Ameriprise Financial Services, LLC. David has been working in the financial industry since July 2007. David has been affiliated with Ameriprise Financial Services, LLC since June 2016 and prior to that worked with AXA Advisors, LLC and Woodbury Financial Services, Inc.. David has a Series 6, 7, 63, and 65 licenses and a SIE exam. David specializes in portfolio management for individuals and businesses, as well as financial planning, pension consulting, educational seminars, and selection of other advisors.
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
WA
06/10/2016 - Present
Ameriprise Financial Services, LLC (VANCOUVER WA)
OR
03/02/2015 - 03/07/2016
WOODBURY FINANCIAL SERVICES, INC. (PORTLAND OR)
OR
01/23/2012 - 12/10/2013
AXA ADVISORS, LLC (PORTLAND OR)
WA
04/13/2007 - 09/15/2011
AMERIPRISE FINANCIAL SERVICES, INC. (RENTON WA)
WA
09/02/2005 - 03/27/2007
FORESTERS EQUITY SERVICES, INC. (SPOKANE WA)
IA
Issued 04/03/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/01/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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