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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Isaac Essay is a financial advisor registered with United Capital Financial Advisors. David has been a financial advisor for over 20 years and has a strong track record of success in helping clients reach their financial goals. David is committed to providing personalized financial advice to each of his clients. David is also a Certified Financial Planner and holds both Series 7 and 66 licenses. He has a proven track record of working with individuals, families, businesses, and charitable organizations. David is passionate about helping clients make informed financial decisions and achieve their financial goals.
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.
Sub-adviser for other investment advisers
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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CO
03/04/2016 - Present
United Capital Financial Advisors (Fort Collins CO)
CO
09/04/2020 - 11/16/2023
GOLDMAN SACHS & CO. LLC (FORT COLLINS CO)
CO
09/04/2020 - 11/16/2023
MERCER ALLIED COMPANY, L.P. (FORT COLLINS CO)
CO
11/01/2017 - 08/31/2020
CETERA ADVISOR NETWORKS LLC (FORT COLLINS CO)
CO
03/04/2016 - 11/01/2017
GIRARD SECURITIES, INC. (FORT COLLINS CO)
NE
06/17/2015 - 03/08/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (OMAHA NE)
CO
06/01/2010 - 06/18/2015
FIRST NATIONAL CAPITAL MARKETS (Fort Collins CO)
CO
02/22/2008 - 06/02/2010
PRIMEVEST FINANCIAL SERVICES, INC. (GREELEY CO)
CO
10/01/2007 - 03/11/2008
CUSO FINANCIAL SERVICES, L.P. (FORT COLLINS CO)
CO
04/11/2007 - 10/22/2007
FINANCIAL NETWORK INVESTMENT CORPORATION (FORT COLLINS CO)
MN
09/01/2003 - 03/02/2007
EDWARD JONES (ROCHESTER MN)
BOTH
Issued 09/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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