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 Kinsey is a registered investment advisor representative with First Trust Advisors LP, with offices in Austin, TX and Wheaton, IL. David Kinsey is also a registered investment advisor representative in the state of Illinois. David Kinsey has been in the securities industry since June 19, 2013. David Kinsey has passed the Series 66, Series 7, and SIE exams. David Kinsey provides portfolio management services for individuals, investment companies, businesses, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fixed fees per unit (uits) for portfolio supervisory services
1
2
TX
10/28/2013 - Present
First Trust Advisors LP (AUSTIN TX)
BOTH
Issued 10/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Kinsey is the right advisor for you? Invested Better is here to help.
