Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dave? Claim Your ProfileDave McKinney is a financial advisor at Raymond James & Associates, Inc. Dave has been in the financial services industry since 1984. Dave has a broad range of experience in the financial services industry. Dave has Series 7, 31, and 66 licenses and holds registrations in over 20 states for both brokerage and investment advisory services. Dave also owns KLM Consultants, which helps business owners with the sale of their businesses.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
01/31/2019 - Present
Raymond James & Associates, Inc. (LOVES PARK IL)
NY
09/04/2002 - 05/26/2005
RBC DAIN RAUSCHER INC. (NEW YORK NY)
OH
01/05/1990 - 09/03/2002
VESTAX SECURITIES CORPORATION (HUDSON OH)
FL
05/22/1984 - 01/10/1990
VANDERBILT CAPITAL CORPORATION (NAPLES FL)
BOTH
Issued 11/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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