Unclaimed
David Kiniry is a financial advisor with over 30 years of experience in the financial services industry. David is currently registered with Hornor, Townsend & Kent, LLC, where David is an active registered representative. David provides financial planning and investment advice to individuals, families, and businesses. David is a registered representative with the Financial Industry Regulatory Authority (FINRA), and David holds the Series 6, 7, 24, 63 and 65 securities licenses. David is also an active insurance broker and has been a successful financial advisor with multiple firms throughout David's career.
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.
Trail commissions, distribution assistance fees
1
2
FL
09/22/2020 - Present
Hornor, Townsend & Kent, LLC (ORLANDO FL)
FL
04/04/2012 - 10/01/2019
SECURIAN FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
11/01/2010 - 03/20/2012
LINCOLN FINANCIAL SECURITIES CORPORATION (ORLANDO FL)
FL
01/03/2002 - 11/11/2010
METLIFE SECURITIES INC. (ORLANDO FL)
FL
01/03/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ORLANDO FL)
MN
03/14/2001 - 01/16/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
CT
02/14/2000 - 03/15/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NY
10/22/1987 - 03/03/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 10/04/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/21/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2006
Series 7 - General Securities Representative Examination
BC
Issued 10/21/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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