Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lennon is a financial advisor with over 28 years of experience in the industry. David is currently registered with Forum Financial Management, LP. David has held the Series 6, 7, 24, 63, and 65 licenses. David is a Personal Financial Specialist. David is also a registered investment advisor representative in Illinois and Texas. David has worked with clients ranging from high-net-worth individuals to pension plans and charitable organizations. David offers financial planning, portfolio management, and pension consulting services to individual and business clients.
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.
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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IL
08/26/2015 - Present
Forum Financial Management, LP (JOLIET IL)
IL
07/28/1994 - 10/29/2013
CETERA FINANCIAL SPECIALISTS LLC (JOLIET IL)
IA
Issued 11/26/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/27/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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