Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ashley Yount is a financial advisor with over 20 years of experience in the industry. David currently works at MML Investors Services, LLC. David has a Series 7, 63 and 65 licenses and also holds a Series SIE license. David is also a licensed insurance agent with MassMutual Life Insurance Company. David has previous experience at MSI Financial Services, Inc., Metropolitan Life Insurance Company, AXA Advisors, LLC, and Prudential Securities Incorporated. David has been actively registered as an investment advisor representative in Kansas, Missouri and Texas since March 25, 2017. David specializes in financial planning, asset allocation programs, 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.
Asset allocation programs
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.
Solicitors fees
1
2
KS
03/25/2017 - Present
MML Investors Services, LLC (Overland Park KS)
MO
06/21/2001 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (LEE'S SUMMIT MO)
KS
06/21/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (OVERLAND PARK KS)
NY
05/31/2001 - 06/05/2001
AXA ADVISORS, LLC (NEW YORK NY)
NY
01/27/1999 - 04/03/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 01/26/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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