Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lynn Van geffen is a financial advisor with Ameriprise Financial Services, LLC. David has been in the financial services industry since 1988. David holds licenses and certifications for Series 63, 66, 7, 24 and 51 examinations. David is registered to provide advisory services in Arkansas, Louisiana, Mississippi, Tennessee and Texas. In addition, David is a licensed Insurance Broker, selling fixed annuities for Allianz Life, Jackson National Life, Lincoln Financial, Nationwide, and Midland National - Sammons. David also provides investment advisory services through Gulf South Wealth Advisors. David is committed to providing clients with a personalized financial plan and helping them achieve their financial goals.
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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LA
04/24/2020 - Present
Ameriprise Financial Services, LLC (Lafayette LA)
NY
03/05/2020 - 03/25/2020
AEGIS CAPITAL CORP. (NEW YORK NY)
LA
07/01/1996 - 03/24/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (LAFAYETTE LA)
MO
02/09/1993 - 05/07/1996
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
NY
10/19/1988 - 02/09/1993
MONY SECURITIES CORP. (NEW YORK NY)
NY
10/19/1988 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
BOTH
Issued 05/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/01/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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