Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Kittredge is an active financial advisor currently registered with Hilltop Securities Inc. David has been in the financial industry since March 16, 2000. David has experience in providing financial advice, education, and investment management services. David previously held positions at M FINANCIAL SECURITIES MARKETING, INC., M HOLDINGS SECURITIES, INC., T. ROWE PRICE INVESTMENT SERVICES, INC., LINCOLN FINANCIAL DISTRIBUTORS, INC., THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, LINCOLN FINANCIAL ADVISORS CORPORATION, and CIGNA FINANCIAL ADVISORS,INC.
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.
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.
12b-1 fees
1
2
TX
04/19/2023 - Present
Hilltop Securities Inc. (DALLAS TX)
OR
07/21/2022 - 04/18/2023
M FINANCIAL SECURITIES MARKETING, INC. (PORTLAND OR)
OR
05/13/2021 - 04/18/2023
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
MD
10/10/2017 - 09/28/2020
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
PA
12/31/2000 - 06/01/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IN
11/24/1998 - 12/31/2000
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 12/31/2000
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
09/13/1995 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
PA
03/27/1991 - 09/13/1995
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BOTH
Issued 02/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2018
Series 24 - General Securities Principal Examination
BC
Issued 04/14/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/19/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/26/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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