Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Norris is a financial advisor with Principal Securities, Inc. located in Lansing, Michigan. David has been in the financial industry since 2011 and holds Series 7, Series 63, Series 66, and Series 24 licenses. David has experience working with individuals, corporations, and charitable organizations. David is a member of the Centennial Group, a group of financial advisors that provides a range of services including investment planning, financial planning, and retirement planning. David provides a variety of financial services, including financial planning, portfolio management, and retirement planning. David is committed to providing his clients with personalized financial advice and helping them 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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
MI
06/17/2022 - Present
Principal Securities, Inc. (Lansing MI)
MI
11/20/2018 - 07/07/2022
AMERITAS INVESTMENT COMPANY, LLC (HOLT MI)
MI
12/21/2017 - 11/12/2018
ONEAMERICA SECURITIES, INC. (Holt MI)
MI
05/18/2017 - 11/15/2017
MML INVESTORS SERVICES, LLC (Lansing MI)
MI
01/29/2013 - 11/08/2016
PRINCIPAL SECURITIES, INC. (Lansing MI)
MI
07/22/2010 - 02/14/2013
SECURIAN FINANCIAL SERVICES, INC. (LANSING MI)
BOTH
Issued 09/12/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/05/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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