Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bokal is an investment advisor representative with Edward Jones. David has been in the financial services industry since July 20, 2000. David has a total of 4 approved state registrations and 1 approved IA state registration. David's current registrations are in Arkansas, Massachusetts, Missouri, and Utah. David is also registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
11/15/2019 - Present
Edward Jones (Arnold MO)
TX
04/09/2001 - 06/14/2002
SWS FINANCIAL SERVICES (DALLAS TX)
MN
05/17/2000 - 03/13/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
05/17/2000 - 03/06/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BOTH
Issued 05/26/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/26/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/12/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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