Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Billingslea is a financial advisor registered with Ameriprise Financial Services, LLC. David has been in the financial services industry since December 1998 and has held registrations with a number of firms prior to joining Ameriprise in March 2020. David has worked at Ameriprise Financial Services, Inc. since September 2005. David is registered in 28 states and specializes in providing financial advice to individuals, businesses, high-net-worth individuals, trusts/estates, insurance companies, pension and profit-sharing plans, charitable organizations, and state or municipal government entities.
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
CO
08/21/2007 - Present
Ameriprise Financial Services, LLC (Greenwood Village CO)
MN
05/08/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
03/29/1999 - 05/19/2000
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
AZ
01/27/1999 - 03/31/1999
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
AZ
11/03/1998 - 12/11/1998
SIMMERS CAPITAL MANAGEMENT CORPORATION (PHOENIX AZ)
BOTH
Issued 05/19/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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