Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Byrd Yeaman is a financial advisor with Lifemark Securities Corp. David has been in the financial services industry since 1986. David has a wide range of experience, having worked for several firms including Foresters Equity Services, Inc., Walnut Street Securities, Inc., and Covenant Securities, Inc. David is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6, 7, and 63 licenses. David specializes in working with individuals and provides financial planning and portfolio management services.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
10/29/2018 - Present
Lifemark Securities Corp. (Orlando FL)
CA
01/31/2018 - 10/31/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
CA
01/27/2011 - 03/08/2016
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
FL
12/19/2002 - 01/26/2011
WALNUT STREET SECURITIES, INC. (ORLANDO FL)
DE
07/13/1994 - 12/18/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
DE
12/19/1986 - 11/09/1994
COVENANT SECURITIES, INC. (NEWARK DE)
BC
Issued 09/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1997
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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