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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Linney is a financial advisor with Voya Financial Advisors, Inc. David has been in the industry since May 1992, and is currently registered with FINRA and the state of Texas. David has provided financial advice to individuals and businesses for over 30 years. David is also licensed in 52 states and the District of Columbia, and is an investment advisor representative in New York. David is a highly experienced financial advisor with a strong commitment to helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
01/28/2011 - Present
Voya Financial Advisors, Inc. (HOUSTON TX)
TX
05/16/2001 - 02/10/2014
SYSTEMATIZED BENEFITS ADMINISTRATORS, INC. (HOUSTON TX)
TX
10/15/1993 - 01/31/2011
ING FINANCIAL ADVISERS, LLC (HOUSTON TX)
CT
05/21/1992 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
IA
Issued 02/01/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/2000
Series 24 - General Securities Principal Examination
BC
Issued 07/11/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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