Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Allen Ferrell is a registered representative with Continental Investors Services, Inc. and has been in the securities industry since 1985. David holds both Series 7 and Series 63 licenses. David has worked for Continental Investors Services, Inc. since 1992. Previous to that, David worked at Interpacific Investors Services, Inc. in Seattle, Washington. David provides investment advice to individuals and non-profit organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Portfolio management for non-profit organizations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WA
04/30/1992 - Present
Continental Investors Services, Inc. (LONGVIEW WA)
WA
04/26/1985 - 04/01/1992
INTERPACIFIC INVESTORS SERVICES, INC. (SEATTLE WA)
BC
Issued 05/02/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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