Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Jones is an investment advisor representative with Yousif Capital Management, LLC. David has been in the industry since June 2014 and has a Series 65 license. Yousif Capital Management, LLC provides investment advice to individuals, businesses, investment companies, insurance companies, charitable organizations, pension and profit sharing plans, and state and municipal government entities. The firm's primary office is located in Bloomfield Hills, MI. David has specialized in financial planning and portfolio management.
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.
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.
A percentage of the total value of assets under management is charged.
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MI
04/06/2021 - Present
Yousif Capital Management, LLC (BLOOMFIELD HILLS MI)
IA
Issued 08/27/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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