Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid English is a financial advisor with over 10 years of experience in the industry. David has a combined Series 66 and Series 7 license and holds a Series 6 license as well. David works with individuals, businesses, and other entities. David specializes in financial planning, pension consulting, and portfolio management. David currently works with Edward Jones, a firm with over 20,000 advisors and over $800 billion in assets under management. Prior to joining Edward Jones, David has worked with several firms including The Huntington Investment Company, J.P. Morgan Securities LLC, CCO Investment Services Corp., National Planning Corporation, and Invest Financial Corporation.
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
OH
05/29/2015 - Present
Edward Jones (AUSTINTOWN OH)
OH
03/27/2014 - 06/08/2015
THE HUNTINGTON INVESTMENT COMPANY (EAST PALESTIN OH)
OH
06/17/2013 - 02/28/2014
J.P. MORGAN SECURITIES LLC (GIRARD OH)
OH
08/03/2011 - 06/18/2013
CCO INVESTMENT SERVICES CORP. (GIRARD OH)
CA
06/02/2003 - 08/09/2005
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
WI
11/26/2002 - 03/07/2003
INVEST FINANCIAL CORPORATION (APPLETON WI)
NJ
06/11/2002 - 11/29/2002
FUTURESHARE FINANCIAL LLC (JERSEY CITY NJ)
BOTH
Issued 09/13/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/10/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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