Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Tupper is a financial advisor with The Huntington Investment Co. located in Traverse City, MI. David has been in the financial services industry since 1994 and has experience working with individual investors, corporations, and charitable organizations. David holds licenses for the Series 7, 63, 66, and 24 exams. He has a deep understanding of investment strategies, including portfolio management, financial planning, and wealth management. The Huntington Investment Co. has a history of providing excellent investment services to clients in the Traverse City area. David is a member of the Munson Hospital Foundation Board of Directors and is committed to giving back to the community.
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.
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
02/24/2021 - Present
THE Huntington Investment Co. (Traverse City MI)
MI
05/02/2001 - 02/12/2021
FIFTH THIRD SECURITIES, INC. (GRAND RAPIDS MI)
MI
02/11/2000 - 05/02/2001
OLD KENT FINANCIAL ADVISORS (GRAND RAPIDS MI)
MA
10/24/1994 - 02/09/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
10/24/1994 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MO
07/26/1994 - 09/07/1994
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 06/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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