Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Zehnacker is a financial advisor registered with Principal Securities, Inc. David has been in the financial services industry since September 1999. David's previous experience includes roles with WELLS FARGO CLEARING SERVICES, LLC and FIRST UNION BROKERAGE SERVICES, INC. David specializes in financial planning, pension consulting, educational seminars, and selection of other advisors. David's client base includes individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
NC
11/19/2021 - Present
Principal Securities, Inc. (Charlotte NC)
NC
10/01/2000 - 05/20/2021
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
03/31/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 05/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/23/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Zehnacker is the right advisor for you? Invested Better is here to help.
