Unclaimed
David Brinkley is a financial advisor with The Leaders Group, Inc. David has been in the financial industry since 1993. David is currently registered with the state of Maryland. David has passed the Series 6, Series 7, and Series 63 exams. Prior to joining The Leaders Group, Inc., David worked at CETERA ADVISORS LLC, INVEST FINANCIAL CORPORATION, and Mutual Service Corporation.
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.
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.
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2
CO
11/23/2022 - Present
THE Leaders Group, Inc. (LITTLETON CO)
MD
10/23/2014 - 12/31/2016
CETERA ADVISORS LLC (MT AIRY MD)
MD
08/03/2007 - 07/22/2014
INVEST FINANCIAL CORPORATION (MT AIRY MD)
MD
04/29/1997 - 08/06/2007
MUTUAL SERVICE CORPORATION (GAITHERSBURG MD)
MA
01/28/1993 - 12/31/1994
MUTUAL SERVICE CORPORATION (BOSTON MA)
MA
03/27/1992 - 12/31/1992
MUTUAL SERVICE CORPORATION (BOSTON MA)
MD
05/22/1984 - 01/03/1992
CALVERT SECURITIES CORPORATION (BETHESDA MD)
BC
Issued 04/20/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/28/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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