Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Jung is a financial advisor with over 30 years of experience in the financial services industry. David has been registered with United Planners' Financial Services of America A Limited Partner since January 29, 2010. Prior to that, David was registered with Tower Equities, Inc. and Equity Analysts Inc. David is a Certified Financial Planner and holds the Series 6, 7, 24, 63, and 65 licenses. David works with individuals, corporations, and charitable organizations. David provides financial planning, investment management, and other advisory services to clients. David specializes in working with high net worth individuals, corporations, and charitable organizations. David is committed to helping clients achieve their financial goals.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
01/29/2010 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
OH
06/08/1987 - 03/20/1995
TOWER EQUITIES, INC. (DAYTON OH)
OH
09/22/1988 - 05/15/1989
EQUITY ANALYSTS INC. (CINCINNATI OH)
NA
04/06/1987 - 06/17/1987
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
IA
Issued 12/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1993
Series 7 - General Securities Representative Examination
BC
Issued 04/02/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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