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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Marshall Terk is a financial advisor registered with Ameriprise Financial Services, LLC. David is a registered representative in Arizona and California. David has been in the securities industry since 2014. Prior to joining Ameriprise Financial Services, LLC, David worked for VOYA FINANCIAL ADVISORS, INC., and TRANSAMERICA FINANCIAL ADVISORS, INC. David has a variety of experience in the financial industry and holds several licenses, including Series 6, 7, 63, 65, and 66. David is also licensed to sell insurance. David is dedicated to providing his clients with personalized financial advice and services to help 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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2
AZ
08/18/2021 - Present
Ameriprise Financial Services, LLC (SCOTTSDALE AZ)
CA
08/14/2015 - 09/26/2017
VOYA FINANCIAL ADVISORS, INC. (STUDIO CITY CA)
CA
02/03/2014 - 09/04/2015
TRANSAMERICA FINANCIAL ADVISORS, INC (WESTLAKE VILLAGE CA)
BOTH
Issued 08/17/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/19/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 09/26/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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