Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Strandin is a financial advisor with over ten years of experience in the industry. David currently works with LPL Financial LLC and is registered to offer investment advisory services in Arkansas, New Hampshire, North Carolina, Oklahoma, Texas, and Virginia. David has previously worked with BOK Financial Securities, Inc. and Morgan Stanley. David holds a Series 6, 7, 9, 63, and 66 securities licenses as well as a SIE license. David has also completed the General Securities Sales Supervisor - Options Module Examination. David specializes in providing financial planning, consulting and other non-discretionary advisory services, pension consulting, educational seminars, and portfolio management for businesses and individuals.
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.
1
2
TX
07/25/2023 - Present
LPL Financial LLC (DALLAS TX)
TX
01/17/2020 - 07/28/2023
BOK FINANCIAL SECURITIES, INC. (DALLAS TX)
TX
09/08/2014 - 06/21/2019
MORGAN STANLEY (DALLAS TX)
TX
04/18/2012 - 04/04/2014
FIRST COMMAND FINANCIAL PLANNING, INC. (ABILENE TX)
BOTH
Issued 08/25/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/11/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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