David MabisCRD Number: 6241387
Current Firm: Ameriprise Financial Services, Inc.
David Mabis (CRD# 6241387) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Richland, MI and has over 3 years of experience in the finance industry.
Prudential Financial Planning Services
Summit Advisors, LLC
Cambridge Investment Research Advisors, Inc.
|Ameriprise Financial Services, Inc.||Richland, MI||Nov 2017 - Current||< 1|
|Tamarron Community Association/gardner Management||Richland, MI||May 2016 - Nov 2017||1|
|Parent Tacher Organization (pto) St Augustine||Kalamazoo, MI||Aug 2015 - Nov 2017||2|
|Waddell & Reed Inc.||Grand Rapids, MI||May 2014 - Nov 2017||3|
|Various Insurance Carriers For W & R Insurance Agencies||Richland, MI||May 2014 - Nov 2017||3|
|Unemployed||Richland, MI||Apr 2014 - May 2014||< 1|
|New York Life||Portage, MI||Sep 2013 - Apr 2014||< 1|
|Student||Portage, MI||May 2012 - Sep 2013||1|
|Hickory Springs Mfg Co||Fort Smith, AR||Feb 2010 - May 2012||2|
|Exide Technologies||Fort Smith, AR||Sep 2008 - Feb 2010||1|
|Unemployed||Fort Smith, AR||Jul 2008 - Sep 2008||< 1|
|Cardinal Glass Ind||Fremont, IN||Oct 2003 - Jul 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2014|
Total Assets Under Management198,081MILLIONS
Total Number of Accounts1,126,912ACCOUNTS
Average Account Value$175,773
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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