Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Flynn is a financial advisor with over 20 years of experience in the industry. David is currently registered with GWN Securities Inc. David is also registered with the states of Connecticut and Florida as an investment advisor representative. David has a strong background in portfolio management and financial planning. David is also a Chartered Financial Consultant. David is committed to providing his clients with personalized financial advice and guidance. David has experience working with individuals, families, and businesses. David has specialized in financial planning and wealth management.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
In lieu of hourly fee, ia can charge a flat fee
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2
FL
03/11/2022 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
CT
09/12/2014 - 12/31/2015
STERNE AGEE FINANCIAL SERVICES, INC. (GLASTONBURY CT)
CT
07/01/2013 - 09/12/2014
WRP INVESTMENTS, INC. (GLASTONBURY CT)
NC
01/02/2013 - 06/28/2013
SOUTHEAST INVESTMENTS, N.C., INC. (CHARLOTTE NC)
CT
11/03/2003 - 12/31/2012
KOVACK SECURITIES INC. (GLASTONBURY CT)
MA
11/05/1999 - 10/31/2003
MAIN STREET MANAGEMENT COMPANY (BOSTON MA)
FL
10/06/1999 - 11/05/1999
INVESTACORP, INC. (MIAMI FL)
IA
Issued 10/17/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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