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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 Michael Betts is a financial advisor with over 25 years of experience in the industry. David is currently registered with Ameriprise Financial Services, LLC in both Michigan and Texas. David specializes in providing financial planning, asset allocation services, pension consulting, educational seminars, and portfolio management for individuals and businesses. David also has previous experience with Chase Investment Services Corp, BANC ONE SECURITIES CORPORATION, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. David holds Series 7, 63, and 66 licenses and is a Certified Financial Planner and a Chartered Financial Consultant. David is dedicated to 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.
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
MI
12/09/2014 - Present
Ameriprise Financial Services, LLC (Port Huron MI)
MI
07/06/2005 - 02/09/2011
CHASE INVESTMENT SERVICES CORP. (FORT GRATIOT MI)
IL
03/18/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
11/05/1996 - 02/20/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/05/1996 - 02/20/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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