Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid McKinley is an Investment Advisor Representative at J.P. Morgan Securities LLC. David has been in the industry since August 2000. David has a Series 6, Series 7 and Series 63 securities licenses and a Series 65 Investment Advisor Representative license. David's firm is a large broker dealer with over $50 billion in assets under management. They work with individual investors, high-net-worth individuals, corporations, institutions and other investment advisors. David focuses on providing financial planning and investment 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OR
09/19/2013 - Present
J.p. Morgan Securities LLC (CLACKAMAS OR)
OR
01/14/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MILWAUKIE OR)
OR
03/18/2004 - 12/21/2009
PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)
OR
03/19/2001 - 03/16/2004
PHILLIPS & COMPANY SECURITIES INC. (PORTLAND OR)
OR
07/17/2000 - 03/19/2001
WILLAMETTE SECURITIES, INC. (PORTLAND OR)
IA
Issued 06/08/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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