Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Medick is a financial advisor with over 20 years of experience in the industry. David has a broad range of experience in the financial services industry, having previously worked with firms such as IDS Life Insurance Company, MetLife Securities, Inc, MML Investors Services, LLC, and Ameriprise Financial Services, Inc. David currently works with Ameriprise Financial Services, LLC, and has a wide variety of specializations including insurance, annuities, mutual funds, variable life insurance, fixed annuities, investment advisory services, and retirement planning. David is licensed to work in 41 states and has been working in the financial industry since 2001.
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
TX
08/16/2017 - Present
Ameriprise Financial Services, LLC (Plano TX)
MA
03/25/2017 - 07/21/2017
MML INVESTORS SERVICES, LLC (BOSTON MA)
MA
12/11/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BOSTON MA)
MA
10/24/2001 - 12/12/2014
AMERIPRISE FINANCIAL SERVICES, INC. (CHARLESTOWN MA)
MN
10/24/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/21/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/02/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/21/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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