Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Indest is a financial advisor registered with Edward Jones since 2020. David has over 20 years of experience in the industry, previously working with Ameriprise Financial Services, LLC in New Orleans, Louisiana and Edward Jones in Kenner, Louisiana. David is currently registered in Louisiana and Texas for broker-dealer activities and in Louisiana and Texas for investment advisor activities. David holds Series 7 and Series 66 securities registrations, and is licensed in Alabama, Arkansas, California, Colorado, Florida, Georgia, Louisiana, Maryland, Mississippi, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, Vermont, and Virginia.
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
LA
07/21/2022 - Present
Edward Jones (ELMWOOD LA)
LA
02/15/2013 - 06/25/2020
AMERIPRISE FINANCIAL SERVICES, LLC (NEW ORLEANS LA)
LA
03/14/2003 - 02/20/2013
EDWARD JONES (KENNER LA)
BOTH
Issued 08/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2003
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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