Unclaimed
David Alan York is a financial advisor registered with Steward Partners Investment Solutions, LLC. David has been in the financial industry since May 2022 and holds the Series 7TO and SIE licenses. David is currently located in Washington, DC.
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.
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.
1
2
DC
05/27/2022 - Present
Steward Partners Investment Solutions, LLC (WASHINGTON DC)
DC
05/19/2022 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (WASHINGTON DC)
BC
Issued 05/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/07/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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