Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kamholtz has been in the financial services industry since 1991. David is a registered representative of Ameriprise Financial Services, LLC and is licensed to sell securities in the state of California. David is also registered as an Investment Advisor Representative in the state of California. David holds the Series 63, Series 7 and SIE licenses. David specializes in investment planning, portfolio management, pension consulting, educational seminars, and selection of other advisors. David has over 30 years of experience in the financial services industry and is committed to providing his clients with personalized service and advice.
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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CA
12/15/1997 - Present
Ameriprise Financial Services, LLC (WOODLAND HILLS CA)
MN
02/13/1991 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
04/07/1992 - 12/31/1994
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
BC
Issued 02/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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