Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Edgerton is a financial advisor with over 48 years of experience in the financial services industry. David is currently registered with United Planners' Financial Services Of America A Limited Partner and has been with the firm since January 2022. Prior to that, David was registered with Securities America, Inc. and Securities Service Network, LLC. David has a Series 7TO, SIE, and Series 1 license. David is also a Chartered Financial Consultant. David's specialties include financial planning, portfolio management for individuals, and selection of other advisers.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
01/10/2022 - Present
United Planners' Financial Services OF America A Limited Partner (GALENA OH)
OH
09/18/2020 - 01/14/2022
SECURITIES AMERICA, INC. (GALENA OH)
OH
09/02/2009 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (GALENA OH)
OH
03/31/1989 - 09/02/2009
MUTUAL SERVICE CORPORATION (GALENA OH)
NA
01/26/1988 - 03/31/1989
LOWRY FINANCIAL SERVICES CORPORATION
NA
02/01/1985 - 02/08/1988
MANEQUITY, INC.
NA
04/01/1974 - 02/01/1985
PML SECURITIES COMPANY
BC
Issued 08/28/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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