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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 Cameron Monckton is an Ameriprise Financial Services, LLC registered representative with over 29 years of experience in the financial services industry. Prior to joining Ameriprise in 2020, David worked at VOYA FINANCIAL ADVISORS, INC. and JEFFERSON PILOT SECURITIES CORPORATION. David holds licenses for Series 6, 7, 24 and 63 exams and has been a registered Investment Advisor since 2001. David is currently registered in 20 states including Alabama, Arizona, California, Connecticut, District of Columbia, Florida, Georgia, Maryland, Michigan, Minnesota, Nevada, New Jersey, New York, North Carolina, Ohio, South Carolina, Tennessee, Virginia, West Virginia and Wisconsin. David's specializations include retirement planning, college savings, investment planning, estate planning, and insurance planning. David and his team at Ameriprise Financial Services, LLC provide financial planning and portfolio management services to individuals, families, and businesses.
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.
1
2
SC
06/08/2020 - Present
Ameriprise Financial Services, LLC (Seneca SC)
SC
11/01/2000 - 06/12/2020
VOYA FINANCIAL ADVISORS, INC. (COLUMBIA SC)
IN
10/01/1997 - 11/08/2000
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IN
02/14/1997 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
MN
09/28/1994 - 12/31/1996
FORTIS INVESTORS, INC. (OAKDALE MN)
NJ
07/06/1992 - 09/24/1992
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 03/02/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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