Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Charles Eisenstein is a financial advisor with Ameriprise Financial Services, LLC. David has been in the financial services industry since 2001. David is registered with the state of Ohio, and holds the Series 6, 7, 63, and 65 licenses as well as the SIE. Prior to working with Ameriprise, David worked for ING Financial Advisors, LLC and H&R Block Financial Advisors, Inc. David's office is located in Toledo, OH.
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
04/27/2011 - Present
Ameriprise Financial Services, LLC (TOLEDO OH)
OH
09/06/2005 - 12/08/2010
ING FINANCIAL ADVISERS, LLC (HOLLAND OH)
MI
02/15/2001 - 09/09/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 08/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2001
Series 7 - General Securities Representative Examination
BC
Issued 02/14/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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