Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid William Holden is a financial advisor with LPL Financial LLC. David has been in the financial industry since April 2006. David has a wide range of experience, having previously worked at JPMorgan Securities LLC, Chase Investment Services Corp, and Ameriprise Financial Services, Inc.. David holds Series 66, Series 7, and SIE licenses. David is registered in Alabama, Arizona, Delaware, District of Columbia, Florida, Maryland, Massachusetts, Mississippi, New Jersey, New York, North Carolina, Oklahoma, Pennsylvania, South Carolina, and Virginia. David specializes in providing a wide range of advisory services including financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
1
2
AL
10/25/2021 - Present
LPL Financial LLC (SILVERHILL AL)
NJ
10/01/2012 - 10/19/2021
J.P. MORGAN SECURITIES LLC (FRANKLIN NJ)
NJ
01/27/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LAKE HOPATCONG NJ)
NJ
04/05/2006 - 01/12/2009
AMERIPRISE FINANCIAL SERVICES, INC. (SADDLE BROOK NJ)
BOTH
Issued 04/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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