Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Westlund is a financial advisor in the Minneapolis, MN area. David has been in the financial services industry since February 2003. David is a Registered Representative with Ameriprise Financial Services, LLC, a branch of the firm headquartered in Minneapolis, MN. Ameriprise Financial Services, LLC is a registered investment advisor that provides investment advisory and financial planning services to individuals, businesses, trusts, estates, insurance companies, and charitable organizations. The firm has approximately $1 billion to $10 billion in assets under management and a client base of approximately 140,938. David specializes in investment advice and financial planning.
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
MN
06/29/2016 - Present
Ameriprise Financial Services, LLC (MINNEAPOLIS MN)
IA
12/04/2007 - 12/31/2009
FSC SECURITIES CORPORATION (DES MOINES IA)
IA
01/01/2004 - 10/26/2007
ING FINANCIAL PARTNERS, INC. (DES MOINES IA)
IA
10/31/2003 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
FL
03/17/2003 - 10/16/2003
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
MN
09/27/2002 - 03/31/2003
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
BOTH
Issued 10/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/2008
Series 4 - Registered Options Principal Examination
BC
Issued 03/01/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/14/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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