Unclaimed
David Parker Dowden is a financial advisor with Ameriprise Financial Services, LLC. David has been in the industry since 2003 and is licensed to provide investment advice in 36 states. David has also held previous positions with OSAIC WEALTH, INC. and SAGEPOINT FINANCIAL, INC. David has a broad range of experience in financial planning, portfolio management, and asset allocation.
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
FL
02/02/2024 - Present
Ameriprise Financial Services, LLC (Niceville FL)
FL
09/01/2023 - 02/06/2024
OSAIC WEALTH, INC. (NICEVILLE FL)
FL
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (NICEVILLE FL)
AZ
03/28/2003 - 10/31/2005
SPELMAN & CO., INC. (PHOENIX AZ)
BC
Issued 08/14/2003
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/13/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/30/2004
Series 24 - General Securities Principal Examination
BC
Issued 02/02/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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