Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ernest Feuerhelm is a financial advisor with Ameriprise Financial Services, LLC. David has been in the industry since 1993. David is registered in Arizona, California, Florida, Maine, Nebraska, Nevada, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Texas and Washington. David holds a Series 3, Series 7, Series 31, Series 63 and Series 65 licenses and the SIE exam. David has previously worked with Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc. David's areas of specialization include retirement planning, college savings, investment planning, insurance and estate planning.
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
CA
02/28/2013 - Present
Ameriprise Financial Services, LLC (WESTLAKE VILLAGE CA)
CA
06/01/2009 - 07/11/2012
MORGAN STANLEY SMITH BARNEY (WOODLAND HILLS CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WOODLAND HILLS CA)
CA
04/19/1993 - 04/02/2007
MORGAN STANLEY DW INC. (WOODLAND HILLS CA)
IA
Issued 07/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1996
Series 3 - National Commodity Futures Examination
BC
Issued 05/07/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 04/16/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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