Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Tokar is a registered investment advisor representative in Illinois and Texas. David has been in the securities industry since 2008 and has worked at several firms including Invesco Distributors, Inc., INCAPITAL LLC, and now at First Trust Advisors LP. David has a Series 7, Series 63 and Series 65 license and specializes in providing investment advice to businesses, investment companies, pooled investment vehicles, and individuals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fixed fees per unit (uits) for portfolio supervisory services
1
2
IL
03/16/2020 - Present
First Trust Advisors LP (WHEATON IL)
TX
09/01/2015 - 03/06/2020
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
FL
02/03/2015 - 08/28/2015
INCAPITAL INSURANCE SERVICES, LLC (DELRAY BEACH FL)
FL
02/03/2015 - 08/28/2015
INCAPITAL LLC (DELRAY BEACH FL)
IL
05/01/2013 - 06/26/2014
FORESIDE FUND SERVICES, LLC (LISLE IL)
IL
02/01/2010 - 03/23/2012
GUGGENHEIM FUNDS DISTRIBUTORS, INC. (CHICAGO IL)
IL
09/23/2008 - 11/04/2008
CLAYMORE SECURITIES, INC. (CHICAGO IL)
IA
Issued 09/16/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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