Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Falconer is a financial advisor with Ameriprise Financial Services, LLC, a large financial services firm with over $1 billion in assets under management. David has been in the industry since January 2020 and is registered to provide investment advice in South Dakota and Texas. David holds a Series 63, 65 and 7TO securities license. David provides financial planning, asset allocation, and portfolio management services to individuals, businesses, and institutions. David has a strong commitment to serving his clients' needs.
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
SD
01/05/2023 - Present
Ameriprise Financial Services, LLC (WATERTOWN SD)
IA
Issued 07/31/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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