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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 Andrew Petracca is a financial advisor with Ameriprise Financial Services, LLC, based in Daytona Beach, FL. David Petracca has been in the financial services industry since 2013. David Petracca holds a Series 7, Series 66, and SIE license. David Petracca's previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated and PFS Investments Inc.. David Petracca is registered to provide investment advice in 12 states including Florida, Texas, Illinois, Massachusetts, Michigan, New Jersey, New York, North Carolina, Pennsylvania, Virginia, and more. David Petracca's firm, Ameriprise Financial Services, LLC, has approximately $1 billion to $10 billion in assets under management. Ameriprise Financial Services, LLC provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Ameriprise Financial Services, LLC has a total of 2,284,921 client accounts and a total of $479.8 billion in regulatory assets under management.
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
FL
10/23/2020 - Present
Ameriprise Financial Services, LLC (Daytona Beach FL)
FL
11/26/2014 - 10/26/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DAYTONA BEACH FL)
FL
02/21/2014 - 12/02/2014
PFS INVESTMENTS INC. (LAKELAND FL)
MO
03/19/2013 - 08/02/2013
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 04/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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