Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Alan Ivey is a financial professional with over 20 years of experience in the industry. David Ivey is currently registered with LPL Financial LLC in Annapolis, MD. Previously, David Ivey was registered with NATIONWIDE SECURITIES, LLC in Towson, MD. David Ivey holds a Series 6, Series 63, Series 65 and SIE licenses. David Ivey is also a Chartered Financial Consultant. David Ivey has experience working with individuals, high-net-worth individuals, businesses, investment clubs, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MD
08/05/2019 - Present
LPL Financial LLC (ANNAPOLIS MD)
MD
08/08/2003 - 08/08/2019
NATIONWIDE SECURITIES, LLC (TOWSON MD)
IA
Issued 12/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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