Unclaimed
David Benjamin Nyquist is a financial advisor with over 20 years of experience in the financial services industry. David has been registered with LPL Financial LLC since 2003. Prior to joining LPL, David worked for American Express Financial Advisors Inc. and IDS Life Insurance Company. David is licensed to provide financial advice in 18 states. David is also a registered principal with LPL Financial LLC. He specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions. David has extensive experience in providing investment advice to clients with a wide range of financial needs, including retirement planning, college savings, estate planning, and insurance planning.
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.
Consulting and other non-discretionary advisory services
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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2
TX
05/15/2003 - Present
LPL Financial LLC (CORSICANA TX)
MN
07/13/2002 - 05/22/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/13/2002 - 05/22/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
SC
02/21/2002 - 07/11/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 03/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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