Unclaimed
David Jason Kryder is a financial advisor with LPL Enterprise, LLC. David has been in the financial industry since 2006 and is registered in multiple states including Ohio, Florida, Texas, Michigan, Illinois and Indiana. David holds a Series 6, Series 63, Series 65 and SIE license. David is also a member of the Napoleon Public Library Foundation, Northwest State Community College Foundation, and the Napoleon Rotary Club. David provides a variety of financial services, including financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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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2
OH
11/14/2024 - Present
LPL Enterprise, LLC (DEFIANCE OH)
IA
Issued 03/29/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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