Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lee Immonen is a registered investment advisor representative with Manning & Napier Advisors, LLC. David has been in the financial services industry since 1997. David has held previous positions with MBSC, LLC, Dreyfus Service Corporation, and Federated Securities Corp.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Mna may negotiate the fee for customized portfolios and services
1
2
NY
09/12/2018 - Present
Manning & Napier Advisors, LLC (FAIRPORT NY)
NY
03/01/2004 - 09/30/2005
MBSC, LLC (NEW YORK NY)
NY
09/10/2001 - 03/09/2004
DREYFUS SERVICE CORPORATION (NEW YORK NY)
PA
09/15/1995 - 03/17/2000
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
IA
Issued 12/01/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2015
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2014
Series 3 - National Commodity Futures Examination
BC
Issued 07/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/09/1995
Series 2 - Non-Member General Securities Examination
BC
Issued 09/14/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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