Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid F. Light is a financial advisor with Ameriprise Financial Services, LLC. David has been in the financial services industry since 2005. David is licensed in 34 states. David is a registered representative with FINRA and a registered investment advisor. David is currently working in a branch office located in Florham Park, NJ. David is a graduate of Rutgers University. David has a strong commitment to helping clients achieve their financial goals. David specializes in providing financial planning, portfolio management, and retirement planning services to individuals and families. David is committed to providing clients with personalized advice and strategies that are tailored to their specific needs.
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
NJ
10/07/2020 - Present
Ameriprise Financial Services, LLC (Florham Park NJ)
NJ
04/25/2006 - 03/29/2007
FIRST MONTAUK SECURITIES CORP. (FAIRFIELD NJ)
NJ
10/16/2003 - 09/01/2004
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
IA
Issued 11/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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