Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Graham Pike is an investment advisor representative with over 10 years of experience. David Pike is currently registered with Hightower Advisors, LLC, which offers a range of financial services, including financial planning, portfolio management, and treasury management. David Pike is also licensed to provide financial advice in Kansas. Previously, David Pike worked at Private Client Services, LLC and NYLIFE Securities LLC. David Pike has a strong background in investment advising and is dedicated to providing clients with personalized financial advice.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
10/31/2022 - Present
Hightower Advisors, LLC (CHICAGO IL)
KS
06/12/2019 - 12/31/2021
PRIVATE CLIENT SERVICES, LLC (Wichita KS)
KS
07/08/2013 - 05/22/2019
NYLIFE SECURITIES LLC (WICHITA KS)
IA
Issued 07/23/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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