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 Kirkwood is a financial advisor with Ameriprise Financial Services, LLC. David has been in the industry since 1988 and is licensed in 11 states. David works at the firm's Oak Ridge office. Prior to his work at Ameriprise, David worked at IDS LIFE INSURANCE COMPANY and FIRST INVESTORS CORPORATION. David has passed the SIE, Series 6, Series 7 and Series 63 exams. David specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
TN
10/03/2006 - Present
Ameriprise Financial Services, LLC (OAK RIDGE TN)
MN
02/08/1989 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
06/16/1988 - 01/17/1989
FIRST INVESTORS CORPORATION
BC
Issued 06/23/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/15/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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