Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid MacKinnon is an Investment Advisor Representative at Merrill Lynch, Pierce, Fenner & Smith Inc. David has been in the securities industry since August 2022. David is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). David holds Series 7, 66, 79 and SIE licenses and is registered to do business in 53 states. David has experience working in financial services at a variety of firms including Bank of America, New England Asset Management, KLH Capital and Aberdeen Advisors, Inc. David earned a bachelor's degree in finance from Georgetown University.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
08/29/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
BOTH
Issued 09/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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