Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Jenkins is a financial advisor at Ameriprise Financial Services, LLC and has been in the industry since July 3, 2000. David is registered to provide investment advice in Arizona, California, Georgia, Massachusetts, New Hampshire, New York, North Carolina, Oregon, Texas and Virginia. David has also passed the Series 66, Series 7, Series 9, Series 10, Series 31 and SIE exams. Prior to joining Ameriprise Financial Services, LLC, David worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley & Co. Incorporated. David specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, Pension Consulting, Educational Seminars, Asset Allocation Services, and Selection of Other Advisors.
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.
1
2
CA
01/30/2023 - Present
Ameriprise Financial Services, LLC (Salinas CA)
CA
07/18/2008 - 04/01/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARMEL CA)
CA
04/02/2007 - 07/22/2008
MORGAN STANLEY & CO. INCORPORATED (SALINAS CA)
CA
06/14/2000 - 04/02/2007
MORGAN STANLEY DW INC. (SALINAS CA)
BOTH
Issued 07/13/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/22/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/29/2016
Series 31 - Futures Managed Funds Examination
BC
Issued 06/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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