Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ditzel is a financial advisor in Cincinnati, OH. David is registered with Ameriprise Financial Services, LLC. David is also a registered Investment Advisor with the state of Ohio. David has been in the industry since April 26, 1984 and works with individuals, high net worth individuals, corporations, trusts, estates, insurance companies, pension and profit sharing plans, charitable organizations, and state and municipal government entities. David also provides asset allocation, financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars and publications, 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
OH
06/29/2016 - Present
Ameriprise Financial Services, LLC (Cincinnati OH)
KY
02/13/2013 - 06/30/2016
RAYMOND JAMES & ASSOCIATES, INC. (COVINGTON KY)
KY
10/28/2005 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (COVINGTON KY)
NY
07/31/1993 - 11/07/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
10/12/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
04/27/1984 - 10/15/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BC
Issued 03/21/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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