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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Yaegers has been a registered investment advisor since July 10, 1997. David is currently a registered representative with LPL Financial LLC, where David has been employed since January 2002. David holds Series 6, 7, 24, 63 and 65 licenses and specializes in financial planning, portfolio management, and consulting services. David also offers services such as educational seminars and selection of other advisors. David has 14 approved state registrations, including Florida and Texas, where David is also registered as an investment advisor representative.
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
FL
05/25/2016 - Present
LPL Financial LLC (SARASOTA FL)
TX
07/11/1997 - 01/10/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 07/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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