Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Daughtrey is a financial advisor who has been in the industry since 1996. David is registered with Copperwynd Financial and has passed the Series 63, Series 66, Series 7 and Series 24 exams. David is a Certified Financial Planner and a Chartered Financial Analyst and is actively involved in the industry, providing a range of services including pension consulting, educational seminars, and portfolio management. David has a strong history of working with high-net-worth individuals, corporations, and pension plans.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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AZ
04/17/2007 - Present
Copperwynd Financial (SCOTTSDALE AZ)
AZ
04/01/2011 - 12/20/2019
PURSHE KAPLAN STERLING INVESTMENTS (SCOTTSDALE AZ)
AZ
03/18/2005 - 04/27/2011
CAMBRIDGE INVESTMENT RESEARCH, INC. (SCOTTSDALE AZ)
MA
01/03/2005 - 03/18/2005
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
CA
08/01/2003 - 01/07/2005
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
01/14/2002 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
06/24/1996 - 02/12/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
04/01/1996 - 06/14/1996
CHASE SECURITIES INC. (NEW YORK NY)
MD
10/04/1990 - 04/01/1996
CHASE SECURITIES, INC. (NEW YORK MD)
BOTH
Issued 01/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2004
Series 4 - Registered Options Principal Examination
BC
Issued 03/29/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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