Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Vaikness is a financial advisor with First Horizon Advisors, Inc. David has been in the financial industry since 1998 and has experience working with individuals, families, and businesses. David specializes in helping clients develop and implement financial plans that are tailored to their individual needs and goals.
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.
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.
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NC
04/08/2024 - Present
First Horizon Advisors, Inc. (Raleigh NC)
MO
02/01/2023 - 09/22/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
NC
12/22/2022 - 09/22/2023
WELLS FARGO CLEARING SERVICES, LLC (RALEIGH NC)
CA
12/17/2018 - 10/14/2022
CITIGROUP GLOBAL MARKETS INC. (San Francisco CA)
CA
09/19/2016 - 12/19/2018
BANCWEST INVESTMENT SERVICES, INC. (SAN FRANCISCO CA)
CA
12/23/2015 - 04/13/2016
HORNOR, TOWNSEND & KENT, INC. (SAN RAMON CA)
TX
07/25/2005 - 07/13/2015
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
MI
08/16/2002 - 07/12/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IN
02/09/1998 - 07/02/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/09/1998 - 07/02/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
OH
12/18/1996 - 01/09/1998
NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)
BC
Issued 09/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/17/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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