Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Iannetto is a financial advisor with Raymond James Financial Services Advisors, Inc. David has been in the financial services industry since 2001. David has worked with several firms and has experience in both investment advising and brokerage services. David holds Series 6, 7, 24, 51, 63, and 66 licenses. David is registered to provide investment advising services in Kansas and Texas. David is also registered to provide brokerage services in Arkansas, California, Colorado, Florida, Georgia, Kansas, Massachusetts, Michigan, Missouri, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Puerto Rico, Texas, Virginia, and Wisconsin.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
KS
09/03/2024 - Present
Raymond James Financial Services Advisors, Inc. (Overland Park KS)
KS
03/25/2017 - 09/04/2024
MML INVESTORS SERVICES, LLC (Overland Park KS)
KS
09/12/2013 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
KS
08/21/2001 - 09/13/2013
FIRST INVESTORS CORPORATION (LENEXA KS)
BOTH
Issued 09/04/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/08/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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