Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Dittmann is a financial advisor at Edward Jones, a firm that manages over $824 billion in assets. David has over 20 years of experience in the financial services industry, specializing in individual portfolio management, financial planning, and pension consulting. David holds Series 7, 31, 63, 65, and 66 licenses, and has been actively registered in Indiana since 2003. David has provided financial advice to individuals, families, businesses, and trusts. David is committed to helping clients achieve their financial goals.
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.
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.
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.
See schedule d - miscellaneous
1
2
IN
06/07/2007 - Present
Edward Jones (Terre Haute IN)
NY
03/22/2002 - 06/26/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 06/01/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/05/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 03/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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