Unclaimed
David Rimkus is a financial advisor with over 36 years of experience in the financial services industry. David is currently registered with LPL Financial LLC. David has held prior registrations with LASALLE ST SECURITIES, L.L.C., TOTAL INVESTMENT MANAGEMENT, INC., MARKETING ONE SECURITIES, INC., FIRST OF MICHIGAN CORPORATION, and DUNHILL INVESTMENTS LTD. David is a registered Investment Advisor Representative in the state of Texas and Illinois. David holds the Series 7, Series 24, Series 63, and Series 65 licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
1
2
CA
12/08/2022 - Present
LPL Financial LLC (SAN DIEGO CA)
IL
01/13/1989 - 12/09/2022
LASALLE ST SECURITIES, L.L.C. (ORLAND PARK IL)
NA
06/17/1988 - 12/19/1989
TOTAL INVESTMENT MANAGEMENT, INC.
NA
03/23/1987 - 06/20/1988
MARKETING ONE SECURITIES, INC.
NA
09/19/1986 - 04/01/1987
FIRST OF MICHIGAN CORPORATION
NA
07/23/1986 - 08/29/1986
DUNHILL INVESTMENTS LTD.
IA
Issued 04/03/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Rimkus is the right advisor for you? Invested Better is here to help.