Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Barnes is a financial advisor at Ameriprise Financial Services, LLC. David has been in the financial industry since August 27, 1990. David is registered to offer securities and investment advisory services in 11 states. David has passed the Series 63, Series 7, and SIE exams and has a total of 10 years of experience. David is experienced with investment companies, charitable organizations, high net worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high net worth, state or municipal government entities. David is also a licensed insurance agent in the state of Texas. David is active in the community, and serves on the Board of Elders at the Living Word EFC church. David is committed to providing financial advice that is tailored to the needs of each client.
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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TX
09/14/1990 - Present
Ameriprise Financial Services, LLC (McAllen TX)
MN
08/28/1990 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 09/05/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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