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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 Paul Morton is a financial advisor with over 30 years of experience in the financial services industry. David is currently registered with Ameriprise Financial Services, LLC, and is licensed to provide investment advice in multiple states, including Maine, New Jersey, Pennsylvania, and Texas. David has a history of working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension plans. David holds several licenses and certifications, including the Series 7, Series 63, Series 65, Series 8, Series 9, Series 10, Series 24, and Series 31. David is also a Registered Principal with Ameriprise Financial Services, LLC. David is committed to providing clients with personalized financial advice and strategies to help them reach 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.
1
2
PA
10/05/2009 - Present
Ameriprise Financial Services, LLC (E Stroudsburg PA)
NJ
02/03/1992 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (SHORT HILLS NJ)
NY
08/16/1991 - 01/27/1992
ROBERT TODD FINANCIAL CORP. (NEW YORK NY)
IA
Issued 02/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/08/1994
Series 24 - General Securities Principal Examination
BC
Issued 09/29/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 08/15/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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