Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kirk Snelling is a financial advisor with Ameriprise Financial Services, LLC. David has been in the financial industry for over 35 years. David’s previous experience includes time with Wells Fargo Clearing Services, LLC, Morgan Stanley, Citigroup Global Markets Inc., RBC Dain Rauscher Inc., Dain Rauscher Incorporated, Rauscher Pierce Refsnes, Inc., Paine Webber Incorporated, Apex Securities, Inc., J. F. Hartfield & Co., Inc., Kidder, Peabody & Co. Incorporated and again with Rauscher Pierce Refsnes, Inc. David’s firm, Ameriprise Financial Services, LLC, is a registered investment adviser with a network of over 12,000 financial advisors nationwide. Ameriprise Financial Services, LLC, manages over $479 billion in assets for individuals, businesses, and institutions.
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
TX
12/02/2022 - Present
Ameriprise Financial Services, LLC (San Antonio TX)
TX
01/25/2013 - 12/07/2022
WELLS FARGO CLEARING SERVICES, LLC (SAN ANTONIO TX)
TX
06/01/2009 - 02/14/2013
MORGAN STANLEY (SAN ANTONIO TX)
TX
08/19/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
NY
03/02/1998 - 09/01/2005
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NA
01/02/1998 - 03/02/1998
DAIN RAUSCHER INCORPORATED
TX
09/25/1997 - 01/02/1998
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NJ
09/09/1996 - 09/17/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
TN
03/08/1989 - 09/23/1996
APEX SECURITIES, INC. (NASHVILLE TN)
NA
05/28/1987 - 03/02/1989
J. F. HARTFIELD & CO., INC.
NA
04/22/1986 - 02/03/1987
KIDDER, PEABODY & CO. INCORPORATED
NA
08/20/1985 - 03/27/1986
RAUSCHER PIERCE REFSNES, INC.
BOTH
Issued 10/05/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/26/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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