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 Nyquist is a financial advisor with over 40 years of experience in the industry. David is currently registered with LPL Financial LLC and has held previous positions with EDWARD D. JONES & CO., L.P., BLUNT ELLIS & LOEWI INCORPORATED, and CONESTOGA SECURITIES, INC. David provides investment advisory services to individuals, businesses, and charitable organizations. David specializes in financial planning, pension consulting, portfolio management, and other non-discretionary advisory services. David is a licensed Series 7, Series 24, Series 31, and SIE representative and holds a Series 63 license. David is also a Notary Public.
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
TX
07/18/1989 - Present
LPL Financial LLC (CORSICANA TX)
NA
11/14/1983 - 08/30/1988
EDWARD D. JONES & CO., L.P.
NA
10/07/1983 - 11/14/1983
BLUNT ELLIS & LOEWI INCORPORATED
NA
07/02/1979 - 10/17/1983
EDWARD D. JONES & CO., L.P.
NA
06/21/1979 - 07/28/1979
CONESTOGA SECURITIES, INC.
BC
Issued 09/28/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 06/16/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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