Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Boersig is a financial advisor with Ameriprise Financial Services, LLC, located in Chesterfield, MO. David has been in the industry since 1996 and has a wide range of experience in providing financial advice to individuals, families, and businesses. David holds both Series 63 and Series 65 licenses and is registered in 29 states. David has a strong focus on providing personalized financial planning, investment management, and retirement planning services. Prior to joining Ameriprise Financial Services, LLC, David worked for UBS Financial Services Inc. and 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.
1
2
MO
04/30/2014 - Present
Ameriprise Financial Services, LLC (CHESTERFIELD MO)
MO
05/06/2005 - 01/23/2012
UBS FINANCIAL SERVICES INC. (CHESTERFIELD MO)
MO
10/15/1996 - 05/10/2005
EDWARD JONES (ST. LOUIS MO)
IA
Issued 09/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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