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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Whitlock is an investment advisor representative at Edward Jones. David has been in the industry since 2016. David is licensed to provide investment advice in 27 states. David has a Series 66 license and has passed the Securities Industry Essentials Examination (SIE), Series 7, and Uniform Combined State Law Examination. David is registered with FINRA and is currently licensed to provide investment advice in Kentucky and Texas. David has a history of working with high net worth individuals, corporations, and businesses. David provides financial planning, pension consulting, and portfolio management for individuals and businesses. In addition to his work with Edward Jones, David also owns and operates a rental property in New Tazewell, Tennessee, and is currently in the process of moving his Edward Jones office to a building that he owns in Middlesboro, Kentucky.
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.
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.
See schedule d - miscellaneous
1
2
KY
12/18/2018 - Present
Edward Jones (MIDDLESBORO KY)
BOTH
Issued 05/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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