Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lenahan is a financial advisor with over 20 years of experience. David is currently registered with UBS Financial Services Inc. in Minnesota. David is also registered in 53 other states, including California, Texas, and Florida. David is a Series 66, Series 9, and Series 10 licensed representative. Prior to joining UBS Financial Services Inc., David was a financial advisor with Merrill Lynch.
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.
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.
See schedule d - miscellaneous
1
2
MN
09/24/2024 - Present
UBS Financial Services Inc. (ST PAUL MN)
BOTH
Issued 11/20/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/02/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/26/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure David Lenahan is the right advisor for you? Invested Better is here to help.
