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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Pinto is a financial advisor with Ameriprise Financial Services, LLC. David has been in the financial services industry since October 2003. David is registered to provide investment advice in the state of California and Texas. David is also a Certified Financial Planner and a Chartered Financial Consultant. David holds a Series 6, 7, and SIE securities license. David has worked with a variety of clients, including high net worth individuals, corporations, pension plans, and trusts. David provides financial planning, portfolio management, and asset allocation services.
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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CA
04/20/2018 - Present
Ameriprise Financial Services, LLC (Woodland CA)
CA
10/24/2003 - 04/23/2018
FARMERS FINANCIAL SOLUTIONS, LLC (DAVIS CA)
BC
Issued 11/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2018
Series 7 - General Securities Representative Examination
BC
Issued 10/23/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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