Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Victor Anderson is a financial advisor in Tampa, Florida. He has been in the industry since March 1985. David is currently registered with Oppenheimer & Co. Inc. and previously worked for Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., A. G. Edwards & Sons, Inc., Lincoln Investment Planning, Inc., Blinder, Robinson & Co.,Inc. and John Hancock Distributors, Inc.. He is a registered investment advisor and holds multiple licenses including Series 7, 6, 63, 65, 31 and SIE. David has a strong background in portfolio management and financial planning. He specializes in providing financial advice to individuals, businesses, and investment companies.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
05/06/2015 - Present
Oppenheimer & Co. Inc. (TAMPA FL)
FL
10/05/2009 - 05/14/2015
AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)
FL
12/14/2007 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (TAMPA FL)
FL
02/25/1987 - 12/20/2007
A. G. EDWARDS & SONS, INC. (TAMPA FL)
PA
04/15/1991 - 09/19/1991
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
NA
05/16/1985 - 12/02/1986
BLINDER, ROBINSON & CO.,INC.
NA
12/20/1984 - 06/18/1985
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 12/15/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 12/19/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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