Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Fanter is a financial advisor who has been in the industry since May 16, 2003. David is currently registered with Edward Jones. David is also a registered representative of Edward Jones, which has been in business since 1922 and is headquartered in St. Louis, Missouri. Edward Jones offers a wide range of financial products and services, including investment management, financial planning, and retirement planning. The firm manages over $1 trillion in assets for its clients. David holds the Series 6, 7, 26, and 63 licenses.
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
04/29/2005 - Present
Edward Jones (ST LOUIS MO)
IN
06/10/2003 - 12/15/2004
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
NY
01/02/2003 - 06/18/2003
PARK AVENUE SECURITIES LLC (NEW YORK NY)
BC
Issued 01/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/15/2003
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2005
Series 7 - General Securities Representative Examination
BC
Issued 12/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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