Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wynstra is a registered representative with Principal Advised Services. David has been working in the financial services industry since August 6, 2017, and is registered to conduct business in all 50 states and Washington, D.C. David holds the Series 6, 7TO, 63, and 65 licenses and the SIE exam. David specializes in portfolio management for individuals and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IA
08/07/2024 - Present
Principal Advised Services (Waterloo IA)
BC
Issued 11/08/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/02/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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