Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Roper is a financial advisor with Edward Jones, a firm with over 20,000 advisors across the country. David has been a registered representative since 2008 and has worked with a variety of firms, including Wells Fargo Advisors and Ameriprise Financial. David holds Series 7, 63, 66 and 24 licenses and has experience providing financial advice to individuals, families, businesses and institutions. David’s approach to financial planning emphasizes building strong client relationships and helping clients 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.
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.
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.
See schedule d - miscellaneous
1
2
MN
09/23/2021 - Present
Edward Jones (BLUE EARTH MN)
MN
05/09/2013 - 06/11/2019
WELLS FARGO CLEARING SERVICES, LLC (EAGAN MN)
MN
09/06/2012 - 04/05/2013
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
12/04/2008 - 08/29/2012
ASSOCIATED INVESTMENT SERVICES, INC. (ST. PAUL MN)
BOTH
Issued 07/10/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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