Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Levine is a financial advisor with Ameriprise Financial Services, LLC. David has been in the industry since April 2, 2009. David holds a Series 66 license and a Series 7 license. David provides asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and other services. David is currently registered with the state of Washington and is also registered with Alaska, California, Georgia, Idaho, Michigan, New York, Virgin Islands, and Virginia. David previously worked at Edward Jones.
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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2
WA
02/11/2013 - Present
Ameriprise Financial Services, LLC (Seattle WA)
WA
03/03/2009 - 01/11/2013
EDWARD JONES (SEATTLE WA)
BOTH
Issued 03/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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