Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid McHugh is a financial advisor with Edward Jones, a firm that has been serving clients since 1922. David is currently registered in California, Texas, Arizona, Colorado, Florida, Idaho, Indiana, Kansas, Maine, Michigan, Nevada, New Mexico, Ohio, Oklahoma, Oregon, South Carolina, Virginia, Washington, West Virginia, and Wisconsin. David has been in the financial services industry for over 27 years. Prior to joining Edward Jones, David was a financial advisor for NYLIFE Securities LLC, Sun Life Financial Distributors, Inc., Sentinel Financial Services Company, Allstate Distributors, L.L.C., AFD, INC., and Dean Witter Reynolds Inc. David is dedicated to helping his clients reach their financial goals and providing them with the guidance and support they need to make informed investment decisions.
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.
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.
See schedule d - miscellaneous
1
2
CA
01/17/2019 - Present
Edward Jones (AUBURN CA)
CA
08/11/2008 - 06/20/2012
NYLIFE SECURITIES LLC (AUBURN CA)
MA
10/06/2006 - 03/10/2008
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
VT
01/12/2006 - 08/31/2006
SENTINEL FINANCIAL SERVICES COMPANY (MONTPELIER VT)
IL
10/04/2002 - 11/17/2005
ALLSTATE DISTRIBUTORS, L.L.C. (NORTHBROOK IL)
IL
02/06/2001 - 10/04/2002
AFD, INC. (NORTHBROOK IL)
NY
04/21/1995 - 02/01/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 03/15/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/10/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 04/20/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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