Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Thielen is a financial advisor with Truist Advisory Services, Inc. He has over 20 years of experience in the financial services industry. David Thielen specializes in providing financial planning, portfolio management, and other services to individuals, families, and businesses. He is also registered with the Securities and Exchange Commission (SEC) and holds licenses in Georgia, Louisiana, Rhode Island, and Texas. David Thielen is committed to providing his clients with personalized financial advice that helps them achieve their 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.
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.
Wrap fee product and financial profiling services using desktop software
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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GA
01/03/2024 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
GA
08/29/2014 - 11/22/2023
MORGAN STANLEY (Atlanta GA)
GA
11/09/2005 - 09/02/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
AZ
01/16/2004 - 09/12/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
MN
11/12/1999 - 06/11/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/12/1999 - 06/11/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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