Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid E. Jones is a financial professional registered with PNC Capital Markets LLC. David has been in the industry since 2004 and holds Series 7, 63, SIE and Series 79TO licenses. David is registered in Delaware, New Jersey, New York, Pennsylvania and Virginia. David was previously registered with Sterne, Agee & Leach, Inc. and Milestone Advisors LLC.
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.
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.
1
2
PA
02/02/2006 - Present
PNC Capital Markets LLC (PITTSBURGH PA)
AL
12/14/2005 - 01/26/2006
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
VA
03/04/2004 - 09/13/2005
MILESTONE ADVISORS LLC (MCLEAN VA)
BC
Issued 12/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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