Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lawrence Huckin is a financial advisor at United Planners' Financial Services of America a Limited Partner. David has been in the financial services industry for over 40 years and has a strong background in investment products and services. David holds a variety of licenses and certifications, including Series 1, 6TO, 22TO, 26, 39, 99TO, and SIE. David's specializations include individual clients, high-net-worth individuals, corporations or businesses, charitable organizations, and pension and profit-sharing plans. David's past experience includes working at Huckin Financial Group, Inc. and New England Securities. David has also held positions as President at Huckin Financial Group and President at David Huckin.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
1
2
TX
01/04/2022 - Present
United Planners' Financial Services OF America A Limited Partner (HOUSTON TX)
CA
02/25/1981 - 02/01/2022
HUCKIN FINANCIAL GROUP, INC. (Corona Del Mar CA)
NY
04/10/1986 - 03/05/1990
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
06/19/1983 - 09/04/1984
AETNA LIFE INSURANCE AND ANNUITY COMPANY
NA
06/26/1978 - 02/25/1981
H. C. COPELAND AND ASSOCIATES EQUITIES, INC.
BC
Issued 06/23/1983
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 02/03/1981
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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