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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Vern Call is a financial advisor with Ameriprise Financial Services, LLC. David Vern Call has been in the financial services industry since December 1988. David Vern Call is registered with the state of Utah as a Registered Investment Advisor. David Vern Call is also a Certified Financial Planner. David Vern Call has worked at Ameriprise Financial Services, LLC since May 2021. Before that, David Vern Call worked at Waddell & Reed. David Vern Call has also been a registered representative with Morgan Stanley Smith Barney, Citigroup Global Markets Inc. and Lehman Brothers Inc.. David Vern Call holds a Series 63, Series 65, Series 3, Series 7, Series 8, Series 9, Series 10, Series 24, and SIE license.
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
UT
05/20/2021 - Present
Ameriprise Financial Services, LLC (Salt Lake City UT)
KS
09/04/2012 - 04/30/2021
WADDELL & REED (OVERLAND PARK KS)
WA
06/01/2009 - 09/26/2012
MORGAN STANLEY SMITH BARNEY (BELLEVUE WA)
WA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BELLEVUE WA)
NY
11/23/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 10/02/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/27/2012
Series 24 - General Securities Principal Examination
BC
Issued 05/20/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1988
Series 3 - National Commodity Futures Examination
BC
Issued 11/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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