Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Segil is a financial advisor at LPL Financial LLC. David is a registered representative in Illinois and Texas and has been in the industry since September 2020. David offers various financial services, including financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals. David is also registered as an investment advisor in Illinois and Texas. David has earned the Series 66, Series 7TO, and SIE licenses.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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IL
10/20/2023 - Present
LPL Financial LLC (CHICAGO IL)
IL
09/10/2020 - 11/01/2023
MML INVESTORS SERVICES, LLC (CHICAGO IL)
BOTH
Issued 10/02/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/12/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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