Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kiley is an investment advisor representative who is registered with LPL Financial LLC. David has been in the industry since November 4, 2008 and has an approved registration in Massachusetts and New Hampshire. David is a registered representative of LPL Financial LLC and has the following certifications: Series 66, Series 7, SIE. David is also associated with Northeast Planning Associates, Inc., a DBA for LPL Financial LLC. In addition, David is a member of the Olbricht Kiley Group, LLC, a professional CPA firm providing accounting and tax advice and consulting services. David is also registered in the following states: California, Colorado, Florida, Massachusetts, New Hampshire, and Wyoming.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
NH
12/05/2008 - Present
LPL Financial LLC (WINDHAM NH)
BOTH
Issued 12/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Kiley is the right advisor for you? Invested Better is here to help.
