Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Stephen Kinnear is a financial advisor with over 25 years of experience in the industry. David Kinnear is currently registered with Wells Fargo Clearing Services, LLC and is based in Chicago, Illinois. David Kinnear has a strong background in financial services, having previously worked at UBS Financial Services Inc. and Morgan Stanley & Co., Incorporated. David Kinnear holds Series 3, 7 and 66 licenses and is also registered in numerous states including California, Florida, Illinois, Texas and others. David Kinnear specializes in providing financial planning, investment consulting and portfolio management services to a wide range of clients, including individuals, businesses, and institutional investors.
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.
Investment consulting services to institutional clients
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.
1
2
IL
04/25/2017 - Present
Wells Fargo Clearing Services, LLC (CHICAGO IL)
IL
01/14/2005 - 02/21/2012
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
NY
10/30/1997 - 01/14/2005
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BOTH
Issued 10/31/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1997
Series 3 - National Commodity Futures Examination
BC
Issued 10/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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