Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Dudley is an investment advisor representative at Ameriprise Financial Services, LLC, with over 18 years of experience in the financial services industry. David is registered in California, Minnesota, and New Hampshire, and is also licensed in Hawaii, Louisiana, Minnesota, and Pennsylvania. David has a wide range of experience in financial planning, portfolio management, and asset allocation services. David is also a co-owner of NAP Partners, LLC.
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.
1
2
CA
08/26/2024 - Present
Ameriprise Financial Services, LLC (Temecula CA)
MN
05/22/2015 - 11/24/2022
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
03/21/2007 - 05/13/2015
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
07/01/2002 - 10/14/2003
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
04/04/2001 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 07/24/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/03/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Dudley is the right advisor for you? Invested Better is here to help.
