Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid St. john is a financial professional with over 20 years of experience in the industry. David has held various positions at different firms, including VSR Financial Services, Inc., ING Financial Partners, Inc., and Allstate Financial Services, LLC. Currently, David is an Investment Advisor Representative at Avantax Advisory Services. David is a Certified Financial Planner and a Chartered Financial Consultant, demonstrating his commitment to providing clients with comprehensive financial planning and wealth management services.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
OK
10/25/2012 - Present
Avantax Advisory Services (OWASSO OK)
OK
07/01/2011 - 10/26/2012
VSR FINANCIAL SERVICES, INC. (OWASSO OK)
OK
01/11/2005 - 07/06/2011
ING FINANCIAL PARTNERS, INC. (OWASSO OK)
NE
05/17/2000 - 11/09/2004
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
BC
Issued 05/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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