Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Iselin is a financial advisor with Edward Jones and has been in the industry since 2009. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 66, Series 7TO, SIE, and Series 7 licenses. David works in the St. Louis area. Previous to joining Edward Jones, David worked with The St Louis Trust Company and NISA Investment Advisors LLC in Clayton, MO. He specializes in providing financial advice to individuals, families, and businesses. David is committed to helping clients achieve their financial goals and has a passion for helping people understand their finances.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
11/07/2019 - Present
Edward Jones (ST. LOUIS MO)
MO
10/26/2009 - 08/06/2012
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 11/06/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/22/2019
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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