Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid McNeilly is a financial professional with over 8 years of experience in the industry. David is a Registered Representative of Principal Securities, Inc., a registered broker-dealer. David works with a variety of clients, including individuals, families, businesses, and charitable organizations. David’s areas of expertise include financial planning, retirement planning, college savings, and investment management. David is a dedicated and experienced financial advisor, committed to helping clients achieve their financial goals. David has a proven track record of success in helping clients build and preserve their wealth.
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
MI
07/19/2022 - Present
Principal Securities, Inc. (Lansing MI)
MI
05/01/2019 - 07/15/2022
AMERITAS INVESTMENT COMPANY, LLC (HOLT MI)
MI
06/06/2014 - 03/18/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EAST LANSING MI)
BOTH
Issued 09/15/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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