Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kunold is a financial advisor with over 20 years of experience in the financial services industry. David has been registered with Ameriprise Financial Services, LLC since April 2022, and previously worked for Wells Fargo Clearing Services, LLC, J.P. Morgan Securities LLC, Chase Investment Services Corp., UVEST Financial Services Group, Inc., and Webster Investment Services, Inc. David holds FINRA Series 6, 7, 63, and 65 licenses, as well as the SIE exam. David offers a wide range of financial planning services, including portfolio management, asset allocation, retirement planning, and education 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.
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2
TX
04/23/2022 - Present
Ameriprise Financial Services, LLC (Live Oak TX)
TX
05/28/2013 - 05/02/2022
WELLS FARGO CLEARING SERVICES, LLC (SELMA TX)
CA
10/01/2012 - 05/29/2013
J.P. MORGAN SECURITIES LLC (CARLSBAD CA)
CA
03/08/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CARLSBAD CA)
CT
02/13/2007 - 11/16/2009
UVEST FINANCIAL SERVICES GROUP, INC. (CROMWELL CT)
CT
09/14/2001 - 02/13/2007
WEBSTER INVESTMENT SERVICES, INC. (CROMWELL CT)
IA
Issued 06/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/13/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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