Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Pruitt is a financial advisor registered with Ameriprise Financial Services, LLC. David is a highly experienced financial advisor with over 25 years in the financial services industry. David has worked with Ameriprise for over 6 years, but has prior experience with firms such as Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and IDS Life Insurance Company. David has passed a number of securities exams, including the Series 7, Series 63, Series 3 and the SIE. David has specialized in Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning and Educational Seminars.
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
AL
01/09/2023 - Present
Ameriprise Financial Services, LLC (BIRMINGHAM AL)
AL
01/01/2008 - 05/19/2014
WELLS FARGO ADVISORS, LLC (BIRMINGHAM AL)
AL
07/02/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BIRMINGHAM AL)
NY
03/04/1997 - 12/07/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
06/24/1996 - 11/11/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/24/1996 - 11/11/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2005
Series 3 - National Commodity Futures Examination
BC
Issued 06/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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