Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Pringle is a financial advisor with Cuso Financial Services, LP. David has been in the industry since 2003 and has experience working at a number of firms, including Prudential, LPL, and BOK Financial Securities. David is a Registered Representative and Investment Advisor Representative with licenses in 16 states and holds the Series 66, Series 7, and SIE licenses. David has a passion for helping individuals and businesses achieve their financial goals and is committed to providing personalized advice and guidance.
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.
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
CO
12/22/2023 - Present
Cuso Financial Services, LP (Broomfield CO)
CO
06/17/2019 - 08/10/2020
PRUCO SECURITIES, LLC. (ENGLEWOOD CO)
CO
12/08/2017 - 06/19/2019
LPL FINANCIAL LLC (GOLDEN CO)
CO
04/10/2012 - 12/15/2017
BOK FINANCIAL SECURITIES, INC. (DENVER CO)
CO
03/15/2010 - 04/09/2012
BANCWEST INVESTMENT SERVICES, INC. (CENTENNIAL CO)
TX
04/04/2007 - 02/10/2010
WELLS FARGO ADVISORS, LLC (HUTTO TX)
TX
08/10/2005 - 04/02/2007
WELLS FARGO INVESTMENTS, LLC (ROUND ROCK TX)
MN
09/10/2003 - 06/29/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/10/2003 - 06/29/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/26/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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