Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kees is a financial advisor who has been in the industry since 1991. David is currently registered with Osaic Wealth, Inc. and has also previously held positions with Sagepoint Financial, Inc., Sunamerica Securities, Inc. and BMA Financial Services, Inc. David is licensed in multiple states, including Arkansas, Louisiana, Mississippi and Texas. David specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for both businesses and individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
LA
09/01/2023 - Present
Osaic Wealth, Inc. (NATCHITOCHES LA)
LA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (NATCHITOCHES LA)
AZ
04/18/1997 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MO
01/16/1991 - 05/05/1997
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IA
Issued 03/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1995
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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