Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Harrison Kinney is a financial advisor with over 30 years of experience in the industry. David is currently registered with Stifel, Nicolaus & Company, Inc. and has held previous positions at Wells Fargo Advisors Financial Network, LLC and A.G. Edwards & Sons, Inc. David holds multiple licenses and certifications, including Series 63, 66, and 7. David specializes in working with individuals, businesses, and families. David's clients benefit from his financial planning and investment management services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
02/09/2015 - Present
Stifel, Nicolaus & Company, Inc. (ST. JOSEPH MI)
MI
08/04/2006 - 02/09/2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. JOSEPH MI)
MI
05/07/1990 - 08/21/2006
A. G. EDWARDS & SONS, INC. (ST. JOSEPH MI)
MO
03/20/1986 - 05/17/1990
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 07/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/18/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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