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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Felder is a financial advisor with over 22 years of experience in the financial services industry. David has been with Edward Jones since 2008 and previously worked at UVEST FINANCIAL SERVICES GROUP, INC. and A. G. EDWARDS & SONS, INC. He is licensed to sell securities in multiple states, including South Carolina, Texas, Missouri, and several others. David has a strong track record of success in providing financial advice to individuals, families, and businesses. He specializes in financial planning, portfolio management, and pension consulting. David holds the Series 66, Series 7, and SIE licenses. David Felder is dedicated to helping his 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
SC
08/26/2014 - Present
Edward Jones (SUMTER SC)
SC
03/30/2004 - 05/30/2008
UVEST FINANCIAL SERVICES GROUP, INC. (MANNING SC)
MO
11/12/2001 - 03/15/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 01/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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