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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 Karimian is a registered investment advisor representative with Ameriprise Financial Services, LLC. David has been in the financial services industry since 2009. David is licensed to provide financial advice in multiple states, including Oklahoma and Texas. David has passed the Series 63, Series 65, Series 7, and SIE exams. David is also an elected director of the 45th Street Tulsa, OK. The firm manages approximately $1 billion to $10 billion in client assets. Ameriprise Financial Services, LLC provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
OK
11/08/2017 - Present
Ameriprise Financial Services, LLC (Tulsa OK)
IA
Issued 09/01/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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