Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid McKean is a financial advisor with Ameriprise Financial Services, LLC. David has been in the financial services industry since 2002. David holds the Series 6, 7, 31, and 63 licenses, as well as the Series 65 license for investment advisor representatives. David has been registered with the Securities and Exchange Commission (SEC) since 2002. Prior to joining Ameriprise Financial Services, LLC, David worked for Wells Fargo Advisors, LLC and Wells Fargo Clearing Services, LLC. David specializes in providing financial planning, portfolio management, and asset allocation services to individuals, businesses, corporations, charitable organizations, trusts, and pension plans. David’s firm, Ameriprise Financial Services, LLC, has approximately $1 billion to $10 billion in regulatory assets under management.
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
09/30/2022 - Present
Ameriprise Financial Services, LLC (Mobile AL)
AL
10/31/2013 - 10/05/2022
WELLS FARGO CLEARING SERVICES, LLC (MOBILE AL)
AL
06/01/2009 - 11/14/2013
MORGAN STANLEY (MOBILE AL)
AL
06/16/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MOBILE AL)
AL
11/07/2003 - 06/29/2006
RAYMOND JAMES & ASSOCIATES, INC. (MOBILE AL)
MO
01/06/2003 - 11/13/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
GA
09/26/2002 - 01/10/2003
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 06/29/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 03/17/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/25/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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