Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Clay Horan is an investment advisor representative associated with Ameriprise Financial Services, LLC. David has been in the financial services industry since 2003, and has experience working with a variety of clients, including individuals, families, businesses, and trusts. David has a strong understanding of financial planning, investment management, and insurance. David holds the Series 7, Series 63, Series 66, and Series 24 securities licenses, as well as life and health insurance licenses. David is committed to helping clients achieve their financial goals.
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
MS
02/26/2021 - Present
Ameriprise Financial Services, LLC (Senatobia MS)
MS
02/13/2015 - 03/02/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (SENATOBIA MS)
MS
12/03/2010 - 02/25/2015
LPL FINANCIAL LLC (SENATOBIA MS)
MS
04/16/2003 - 12/06/2010
EDWARD JONES (SENATOBIA MS)
BOTH
Issued 02/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/17/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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