Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Polhill is a financial advisor with Benjamin F. Edwards & Company, Inc., located in St. Charles, IL. David is a veteran of the financial industry and has a strong track record of success in serving clients. David offers a variety of financial services including financial planning, portfolio management, and investment advice. He also provides educational seminars to help clients understand important financial topics. David has been registered with the Financial Industry Regulatory Authority (FINRA) since 2012 and has a Series 7, Series 31, Series 66, and SIE licenses. In addition to his work as a financial advisor, David also owns and manages rental properties and is an insurance agent.
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.
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.
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IL
12/12/2023 - Present
Benjamin F. Edwards & Company, Inc. (St. Charles IL)
IL
04/27/2016 - 11/21/2022
FIDELITY BROKERAGE SERVICES LLC (GENEVA IL)
IL
04/23/2014 - 04/21/2016
PNC INVESTMENTS (WHEATON IL)
IL
09/21/2012 - 04/29/2014
MORGAN STANLEY (LISLE IL)
BOTH
Issued 10/18/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 09/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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