Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Yankaskas is a financial advisor with LPL Financial LLC, located in Poway, California. David has been in the industry for over 15 years and has a strong background in financial planning, investment management, and insurance. David holds a Series 6TO and SIE license and is registered to offer investment advisory services in California. Previously, David worked with W&S Brokerage Services, Inc., in San Diego, California. David has experience working with clients ranging from individuals to corporations and charitable organizations.
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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CA
08/16/2024 - Present
LPL Financial LLC (Poway CA)
CA
10/31/2022 - 05/25/2023
W&S BROKERAGE SERVICES, INC. (San Diego CA)
BC
Issued 10/31/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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