Unclaimed
David McLean is a financial professional registered with Truist Securities, Inc. David is licensed to provide securities-related services in all 50 states and Puerto Rico. David has passed the SIE, Series 79TO and Series 63 exams. David has been in the securities industry since August 19, 2024.
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.
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.
1
2
TX
08/20/2024 - Present
Truist Securities, Inc. (HOUSTON TX)
BC
Issued 08/24/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/30/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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