Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Paul Kanne is a financial advisor with over 30 years of experience in the industry. David is currently registered with LPL Financial LLC and has been with them since October 2019. Prior to that, David worked with CETERA Investment Services LLC and Synovus Securities, Inc.. David has a strong background in providing financial planning and portfolio management services to a wide range of clients, including individuals, families, businesses, and retirement plans. David holds the Series 7, Series 52, Series 63, and Series 65 licenses.
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
GA
10/22/2019 - Present
LPL Financial LLC (DECATUR GA)
GA
07/25/2016 - 10/11/2019
CETERA INVESTMENT SERVICES LLC (ATLANTA GA)
GA
01/10/2005 - 07/18/2016
SYNOVUS SECURITIES, INC. (TUCKER GA)
AL
05/06/1992 - 01/07/2005
SOUTHTRUST SECURITIES, LLC (BIRMINGHAM AL)
NY
08/03/1998 - 04/10/2000
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
09/25/1996 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
IA
Issued 04/22/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
BC
Issued 01/09/1986
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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