Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kay has been a financial professional since 1994. David is currently registered with Creativeone Securities, LLC. David's professional experience includes previous roles with Securities America, Inc., Questar Capital Corporation, Lincoln Financial Advisors Corporation, and Hornor, Townsend & Kent, Inc. David holds the Series 6, Series 63, and Series 65 licenses. David is a financial professional providing financial planning, portfolio management for individuals and selection of other advisers.
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.
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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KS
04/21/2023 - Present
Creativeone Securities, LLC (OVERLAND PARK KS)
PA
02/22/2019 - 05/15/2023
SECURITIES AMERICA, INC. (EXTON PA)
PA
10/13/2017 - 02/26/2019
QUESTAR CAPITAL CORPORATION (EXTON PA)
PA
07/21/2014 - 11/14/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (MALVERN PA)
PA
02/18/2011 - 07/31/2014
HORNOR, TOWNSEND & KENT, INC. (MALVERN PA)
PA
05/01/2009 - 02/16/2011
LPL FINANCIAL LLC (DOWNINGTOWN PA)
PA
04/30/2001 - 05/07/2009
HORNOR, TOWNSEND & KENT, INC. (DOWNINGTOWN PA)
NY
04/23/1998 - 05/01/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
NY
10/24/1994 - 03/19/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
10/24/1994 - 03/19/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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