Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Davin? Claim Your ProfileDavin James Lundgren is a financial advisor at Ameriprise Financial Services, LLC, based in San Jose, CA. Davin has been in the financial services industry since July 19, 2001. Davin holds the Series 66, Series 7, Series 9, Series 10, and Series 24 licenses and is registered to provide investment advice in several states. In addition to his role at Ameriprise, Davin has previously worked at IDS LIFE INSURANCE COMPANY. Davin has a strong background in financial planning, asset allocation services, and portfolio management. Davin is committed to helping clients achieve their financial goals.
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
CA
08/29/2013 - Present
Ameriprise Financial Services, LLC (San Jose CA)
MN
07/20/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 08/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/07/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/14/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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