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 Yahnian is a financial professional with over 35 years of experience in the securities industry. David is currently registered with LPL Financial LLC and has been registered with the firm since January 2023. David is also registered with the state of Texas and holds a Series 7 license, Series 63 license and the Securities Industry Essentials Examination. David has previously held registrations with Cetera Advisor Networks LLC, Advantage Capital Corporation, ARM Securities Corporation, Diversified Securities, Incorporated, and State Bond Sales Corporation. David specializes in providing financial planning services, portfolio management services, and pension consulting services.
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.
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2
CA
01/31/2023 - Present
LPL Financial LLC (FRESNO CA)
CA
06/04/2001 - 02/09/2023
CETERA ADVISOR NETWORKS LLC (FRESNO CA)
GA
01/03/1996 - 06/05/2001
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
ND
10/27/1991 - 02/06/1996
ARM SECURITIES CORPORATION (MINOT ND)
CA
03/30/1989 - 10/16/1991
DIVERSIFIED SECURITIES, INCORPORATED (SEAL BEACH CA)
NA
08/19/1986 - 03/29/1989
STATE BOND SALES CORPORATION
BC
Issued 05/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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