Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Isaacs is a financial advisor with over 15 years of experience in the industry. David holds Series 63, Series 66, Series 7 and SIE licenses. David is currently registered with Key Investment Services LLC, which provides a variety of financial services, including investment advisory services, brokerage services and other financial products. David has been registered with Key Investment Services LLC since 2010.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
UT
12/02/2010 - Present
KEY Investment Services LLC (Ogden UT)
UT
07/25/2006 - 11/23/2010
EDWARD JONES (LAYTON UT)
BOTH
Issued 04/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Isaacs is the right advisor for you? Invested Better is here to help.
