Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid McLenachen is a financial advisor with over 30 years of experience in the industry. David McLenachen is registered with United Planners' Financial Services Of America A Limited Partner and holds the Series 6, 7, 24, 63 and 65 licenses. In addition to his work with United Planners' Financial Services Of America A Limited Partner, David McLenachen is the president of McLenenachen Financial, Inc., a firm that provides tax preparation, accounting, bookkeeping and CPA services. David McLenachen also serves as the president of David A. McLenachen, Jr., which provides non-variable insurance.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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AZ
09/07/2000 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
NJ
09/18/1992 - 08/28/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 07/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/16/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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