Unclaimed
David Pimper is a financial advisor who has been in the industry since 1988. He is currently registered with Ameriprise Financial Services, LLC and holds Series 63, 65, 7 and 24 licenses. Previously, David Pimper was registered with Calton & Associates, Inc., Royal Alliance Associates, Inc., Integrated Resources Equity Corporation, Linsco Financial Group, Inc., First Affiliated Securities, Inc. and Edward D. Jones & Co., L.P. He is registered to provide investment advice and securities services in Alabama, Arizona, Arkansas, Colorado, Florida, Georgia, Iowa, Kansas, Missouri, Nebraska, New Mexico, North Carolina, North Dakota, Oklahoma, Pennsylvania, South Dakota, Texas. David Pimper's specializations include Asset Allocation Services, Financial Planning, Pension Consulting, Educational Seminars, Publication of Periodicals, Selection of Other Advisers, 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
NE
07/14/2023 - Present
Ameriprise Financial Services, LLC (Omaha NE)
NE
04/12/2005 - 07/18/2023
CALTON & ASSOCIATES, INC. (FREMONT NE)
AZ
11/19/1989 - 05/01/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
01/03/1989 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
09/17/1987 - 01/09/1989
LINSCO FINANCIAL GROUP, INC.
NA
04/10/1985 - 09/23/1987
FIRST AFFILIATED SECURITIES, INC.
NA
06/20/1984 - 03/19/1985
EDWARD D. JONES & CO., L.P.
IA
Issued 09/06/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Pimper is the right advisor for you? Invested Better is here to help.