Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ivanoudis is a financial advisor with Edward Jones, a firm with over 22,000 advisors and over $1 trillion in assets under management. David is registered with the state of Connecticut and has been in the financial services industry since 2005. His specializations include retirement planning, insurance, college savings, estate planning, and business planning. He also provides financial advice to individuals, families, and businesses. David's office is located at 1 Darling Dr Suite 5, Avon, CT 06001.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
CT
08/27/2018 - Present
Edward Jones (Avon CT)
AL
03/31/2014 - 06/11/2018
PROEQUITIES, INC. (BIRMINGHAM AL)
NJ
01/03/2013 - 03/19/2014
PRUCO SECURITIES, LLC. (NEWARK NJ)
MA
03/11/2009 - 01/03/2013
HARTFORD EQUITY SALES COMPANY INC. (NORWOOD MA)
PA
07/16/2008 - 02/09/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
CT
06/13/2006 - 07/07/2008
METLIFE INVESTORS DISTRIBUTION COMPANY (HARTFORD CT)
CT
07/01/2005 - 06/05/2006
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
BOTH
Issued 08/25/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2018
Series 7 - General Securities Representative Examination
BC
Issued 06/30/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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