David Younis (CRD# 4679844) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Victor, NY and has over 20 years of experience in the finance industry. David Younis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6538852
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2186053
Cadaret Grant & Co Inc.
CRD# 2574827
Brighton Securities Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America, Inc. | Victor, NY | Feb 2019 - Current | 5 |
| Securities America Advisors, Inc. | Victor, NY | Feb 2019 - Current | 5 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Nov 2013 - Feb 2019 | 5 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Nov 2013 - Feb 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2003 |
- CO
- NY
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Total Assets Under Management40,420MILLIONS
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Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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