Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ashley Simpson is a financial professional with over 20 years of experience in the industry. David is currently registered with Oneamerica Securities, Inc. and is located in Signal Mountain, TN. David previously worked at AmSouth Investment Services, Inc. and UBS Financial Services Inc. David holds the Series 66, Series 7 and SIE licenses. David specializes in a variety of financial planning services, including portfolio management for individuals and businesses, as well as pension consulting and educational seminars. David's commitment to client satisfaction and strong understanding of the financial markets make him a valuable resource for individuals and families seeking financial guidance.
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.
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
TN
02/01/2006 - Present
Oneamerica Securities, Inc. (SIGNAL MOUNTAIN TN)
AL
09/17/2003 - 02/11/2004
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
NJ
08/07/2002 - 10/02/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 08/27/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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