Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid John Vandehey is an active advisor with Principal Securities, Inc. David has been in the industry since June 26, 1984, and is currently registered in Wisconsin and Texas. David holds the Series 6, 7, 22, and 63 licenses and the SIE exam. David has worked for Principal Financial Services Corporation, Principal Life Insurance Company, Van De Hey Financial Services Inc., and Principal Securities, Inc. The firm offers advisory services in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
WI
09/14/1998 - Present
Principal Securities, Inc. (KAUKAUNA WI)
BC
Issued 06/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
BC
Issued 12/11/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/26/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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