Unclaimed
David Droppo is a financial advisor with Apeiron. David has been in the financial industry for over 15 years, and has a proven track record of success. David is committed to providing his clients with personalized financial advice and guidance. David's expertise includes financial planning, portfolio management, and pension consulting. David is also a Certified Financial Planner. David is passionate about helping his clients achieve their financial goals. Prior to joining Apeiron, David worked at WFG Investments, Inc. and Ameriprise Financial Services, Inc. David holds a Series 66, Series 7, and SIE license. David is registered with the state of Texas and California as an Investment Advisor Representative.
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.
Helps you choose top advisors aligned with your financial goals.
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
TX
01/02/2019 - Present
Apeiron (DALLAS TX)
NC
10/17/2014 - 09/01/2017
WFG INVESTMENTS, INC. (Chapel Hill NC)
CO
08/24/2005 - 10/23/2014
AMERIPRISE FINANCIAL SERVICES, INC. (LONE TREE CO)
MN
08/24/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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