Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Scott Perkins is a financial advisor with Edward Jones. David has been in the industry since 1994 and has worked for Chase Investment Services Corp., BANC ONE SECURITIES CORPORATION, MARQUIS INVESTMENTS, L.L.C., and PROEQUITIES, INC. David is registered in 16 states and holds a Series 6, 7, 63, and 66 license, as well as the SIE exam. David specializes in financial planning, portfolio management, and pension consulting. David is committed to helping clients achieve their financial goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
LA
03/06/2019 - Present
Edward Jones (WINNSBORO LA)
LA
07/06/2005 - 10/07/2011
CHASE INVESTMENT SERVICES CORP. (MONROE LA)
IL
08/03/1998 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NA
11/28/1995 - 08/19/1998
MARQUIS INVESTMENTS, L.L.C.
AL
05/02/1994 - 12/04/1995
PROEQUITIES, INC. (BIRMINGHAM AL)
BOTH
Issued 05/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1995
Series 7 - General Securities Representative Examination
BC
Issued 04/29/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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