Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Edward Youngmark is an investment advisor representative with Key Investment Services LLC. David has been in the financial industry since 2010. David holds the following licenses: Series 6, 63, 65, 66, and SIE. David has been registered with the state of Washington since 2012.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
10/28/2021 - Present
KEY Investment Services LLC (BROOKLYN OH)
WA
01/03/2011 - 08/23/2012
WELLS FARGO ADVISORS, LLC (PUYALLUP WA)
WA
08/30/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PUYALLUP WA)
BOTH
Issued 10/27/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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