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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 Racusin is an investment advisor representative with Ameriprise Financial Services, LLC. David has been in the financial services industry since 1998, specializing in providing financial planning, asset allocation services, and portfolio management for individuals and businesses. David is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). David has a wide range of experience, having worked previously with firms such as Merrill Lynch, Pierce, Fenner & Smith Incorporated and Paine Webber Incorporated. David holds Series 7, 63, and 65 licenses. David's goal is to help clients achieve their financial goals through personalized financial planning.
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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CA
10/30/2009 - Present
Ameriprise Financial Services, LLC (WESTLAKE VILLAGE CA)
CA
09/23/1999 - 11/03/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ENCINO CA)
NJ
10/15/1998 - 10/04/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 11/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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