Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Yerian is a financial advisor at The Huntington Investment Co. David has been working in the financial services industry since 1998. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 6 and SIE licenses. David is a specialist in investment strategies, financial planning and wealth management. David can provide investment advice to individuals, corporations and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
06/27/2012 - Present
THE Huntington Investment Co. (COLUMBUS OH)
OH
05/03/2004 - 04/01/2011
NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)
CA
10/01/1998 - 04/30/2004
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
GA
09/16/1996 - 12/31/1997
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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