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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 Needham is a financial advisor at Ameriprise Financial Services, LLC in Albany, New York. David has been working in the financial services industry since 2003 and has a strong track record of helping clients reach their financial goals. David is a Certified Financial Planner™ and holds Series 66 and Series 7 licenses. David is registered with the state of New York as a broker-dealer and investment advisor representative. David has specialized experience in providing financial advice to high-net-worth individuals, trusts and estates, pension and profit-sharing plans, corporations, and individuals other than high-net-worth.
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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NY
04/16/2021 - Present
Ameriprise Financial Services, LLC (ALBANY NY)
NY
03/16/2006 - 07/23/2007
AMERIPRISE FINANCIAL SERVICES, INC. (ALBANY NY)
MN
02/14/2003 - 03/16/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
02/14/2003 - 03/16/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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