Unclaimed
David King is a financial advisor at J.P. Morgan Securities LLC, where he has been registered since March 31, 2023. David has been working in the financial industry since March 10, 2007. He is licensed in Kansas and Missouri. David specializes in investments and financial planning.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
KS
03/31/2023 - Present
J.p. Morgan Securities LLC (Fairway KS)
NY
01/10/2017 - 03/23/2023
CHELSEA FINANCIAL SERVICES (STATEN ISLAND NY)
KS
05/21/2007 - 12/31/2015
SAGEPOINT FINANCIAL, INC. (WICHITA KS)
NY
02/04/2005 - 06/23/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
CA
10/17/2002 - 08/26/2003
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
BC
Issued 11/05/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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