Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Perry Jensen is a financial advisor with over 20 years of experience in the financial services industry. David is a Registered Representative of Edward Jones. David specializes in providing financial advice and portfolio management services to individuals, families, businesses, and retirement plans. David holds a Series 6, 7, 63, and 65 licenses, and is also a Certified Financial Planner. David is committed to helping clients achieve their financial goals.
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
UT
09/08/2009 - Present
Edward Jones (MIDVALE UT)
UT
01/30/2006 - 07/31/2009
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
MA
09/24/2003 - 12/21/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
05/31/2002 - 09/26/2003
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 05/01/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/29/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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