Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Powell is a financial professional with over 20 years of experience in the industry. David is currently registered with Ameriprise Financial Services, LLC in Maryland and Texas. Previously, David was also registered with Wells Fargo Clearing Services, LLC, Comerica Securities, and Citigroup Global Markets Inc. David has a strong track record of providing financial guidance and investment management services to individuals, businesses, and institutions. David has a comprehensive understanding of the financial markets and 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.
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
MD
07/14/2022 - Present
Ameriprise Financial Services, LLC (Bethesda MD)
MI
12/20/2017 - 05/30/2019
WELLS FARGO CLEARING SERVICES, LLC (BIRMINGHAM MI)
MI
03/15/2007 - 12/23/2011
COMERICA SECURITIES (DETROIT MI)
NY
06/07/1995 - 03/05/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 01/20/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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