Unclaimed
David Isley is a financial professional with over 25 years of experience in the industry. David is currently registered with Horace Mann Investors, Inc. and is located in Springfield, IL. David has previously held positions at UBS Financial Services Inc., Manulife Financial Securities LLC, Hornor, Townsend & Kent, Inc., InterCarolina Financial Services, Inc., and Princor Financial Services Corporation. David has passed several industry exams including Series 63, Series 66, Series 65, Series 26, SIE, and Series 7. David has also been registered in the State of North Carolina.
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.
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Percentage of assets under third party investment management
1
2
IL
05/04/2007 - Present
Horace Mann Investors, Inc. (SPRINGFIELD IL)
NJ
01/10/2003 - 03/11/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MA
04/24/2001 - 01/25/2002
MANULIFE FINANCIAL SECURITIES LLC (BOSTON MA)
PA
05/18/2000 - 04/06/2001
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NC
06/23/1999 - 05/30/2000
INTERCAROLINA FINANCIAL SERVICES, INC. (GREENSBORO NC)
IA
04/07/1993 - 06/25/1999
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BC
Issued 04/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/30/2003
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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