Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Duane Jones is a financial advisor with over 20 years of experience in the financial services industry. David is a registered representative of LPL Financial LLC and an Investment Advisor Representative with LPL Financial LLC and Cetera Investment Services LLC. David specializes in providing financial planning, investment management and retirement planning for individuals, families, and businesses. David is committed to providing personalized financial advice and helping clients achieve their financial goals. David is a Chartered Financial Consultant and holds Series 7, 24, and 63 licenses. David's main office is located in Warsaw, Indiana.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
08/07/2023 - Present
LPL Financial LLC (WARSAW IN)
IN
08/04/2014 - 08/04/2023
CETERA INVESTMENT SERVICES LLC (WARSAW IN)
IN
09/08/2005 - 07/09/2014
CETERA INVESTMENT SERVICES LLC (WARSAW IN)
AZ
04/05/2000 - 09/06/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BC
Issued 04/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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