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 at Raymond James Financial Services Advisors, Inc. with 23 years of experience in the financial industry. David has a wide range of experience, having worked with clients in Arkansas, California, Colorado, Florida, Georgia, Kansas, Massachusetts, Michigan, Missouri, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Puerto Rico, Texas, Virginia and Wisconsin. David holds the Series 6, Series 7, Series 24, Series 51, and Series 63 securities licenses, as well as the SIE Exam. David has previously worked at MSI Financial Services, Inc., First Investors Corporation and MML Investors Services, LLC. David is an active member of the community, serving as a musician in the band Sirens in the Suburbs, and managing his own support company, Synergy Wealth Solutions. David provides a range of financial services, including financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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 9/4/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/29/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 6/8/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/4/2005
Series 7 - General Securities Representative Examination
BC
Issued 8/20/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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