Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Russell Sandstead has been in the financial services industry since January 21, 1998. David is currently registered with Principal Securities, Inc. in Pennsylvania and Texas as an Investment Advisor Representative. David is also registered with the state of Pennsylvania as a securities agent. David has passed the Series 63, 65, 7, and 24 exams. David has experience working with individuals, high-net-worth individuals, corporations, pension plans, and charitable organizations. David has experience with various investment products, including mutual funds, stocks, bonds, and insurance.
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
IA
11/17/2022 - Present
Principal Securities, Inc. (DES MOINES IA)
IA
04/07/2008 - 11/10/2008
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
IA
Issued 03/01/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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