Unclaimed
David Dunnavan is a financial professional with over 15 years of experience in the industry. David is currently registered with Lincoln Financial Distributors, Inc., a firm with a strong reputation in the financial services industry. David holds the Series 6 and Series 63 licenses as well as the SIE exam certification. David is also registered as an investment advisor in Oregon and Washington.
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.
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.
1
2
PA
11/02/2007 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
BC
Issued 11/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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