Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bunce is a financial advisor with Ameriprise Financial Services, LLC, a company with approximately $1 billion to $10 billion in assets under management. David has been in the financial services industry since 1996, working with a variety of clients including high-net-worth individuals, corporations, trusts and estates, charitable organizations, and pension plans. David is registered with the Securities and Exchange Commission and holds a Series 7, Series 31, Series 63, Series 65, and SIE license. David offers a range of services, including financial planning, asset allocation, portfolio management, and educational seminars.
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
09/08/2017 - Present
Ameriprise Financial Services, LLC (Charleston SC)
SC
07/01/2003 - 09/11/2017
WELLS FARGO CLEARING SERVICES, LLC (CHARLESTON SC)
NY
10/16/1998 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/15/1996 - 11/03/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 11/18/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 10/14/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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