Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Vos is a financial advisor with over 20 years of experience in the financial services industry. David has a wide range of experience providing investment advisory services, including financial planning, portfolio management, and selection of other advisors. Currently, David is registered as an Investment Advisor Representative with The Wealth Consulting Group. David holds the Series 6, 7, 24, 63 and 65 licenses, and has served as a registered representative for several firms, including Tradebot Systems, Inc. and American Century Investment Services Inc. David is committed to providing his clients with personalized investment advice and guidance.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
KS
05/29/2024 - Present
THE Wealth Consulting Group (Overland Park KS)
MO
11/05/2002 - 03/13/2015
TRADEBOT SYSTEMS, INC. (KANSAS CITY MO)
MO
05/20/1998 - 08/23/2002
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
IA
Issued 09/17/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2009
Series 24 - General Securities Principal Examination
BC
Issued 03/13/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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