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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bournival is an investment advisor representative at Principal Securities, Inc., a firm based in Des Moines, Iowa. David has been in the financial industry since 1997 and has a broad range of experience, including working with both individuals and institutions. David also offers financial planning services and is licensed to sell insurance in the state of New Hampshire. David Bournival is registered with FINRA and the state of Florida.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
FL
03/08/2021 - Present
Principal Securities, Inc. (Winter Garden FL)
MA
05/23/2003 - 10/14/2010
RBC CAPITAL MARKETS CORPORATION (ANDOVER MA)
MA
06/13/1997 - 08/25/1999
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
BOTH
Issued 06/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/30/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/12/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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