Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Childress is a financial professional with over eight years of experience in the industry. David is currently registered with J.P. Morgan Securities LLC, and is licensed to provide investment advice and securities services in Indiana. David has held previous positions at U.S. Bancorp Investments, Inc., PNC Investments, and Fifth Third Securities, Inc. David holds the Series 6, Series 63, Series 6TO, and SIE licenses and has expertise in various investment products and services, including variable contracts and mutual funds.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
IN
08/11/2023 - Present
J.p. Morgan Securities LLC (VALPARAISO IN)
IL
05/18/2018 - 02/12/2021
U.S. BANCORP INVESTMENTS, INC. (CHICAGO IL)
IL
02/04/2015 - 05/11/2018
PNC INVESTMENTS (FRANKFORT IL)
IL
05/10/2013 - 01/20/2015
FIFTH THIRD SECURITIES, INC. (EVERGREEN PARK IL)
BC
Issued 08/23/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/20/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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