Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Sluss is a financial advisor at Ameriprise Financial Services, LLC and has been in the industry since April 1999. David holds the Series 7 and Series 66 securities licenses and the SIE exam. David has been registered with Ameriprise Financial Services, LLC since March 2020. David has been registered with Ameriprise Financial Services, Inc. since September 2005. Prior to that, David was registered with IDS LIFE INSURANCE COMPANY from April 2000 to July 2006. David has a total of 18 active licenses and registrations. David specializes in providing financial planning, asset allocation services, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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
OH
05/16/2000 - Present
Ameriprise Financial Services, LLC (TOLEDO OH)
MN
04/28/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 03/14/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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