2008 -2011 Financial Planning Consultant and Account Executive @
2005 -2007 Investments Representative and Proactive @
David Kemper Education
The University of Texas at Arlington
Bachelor of Science - BS (Mechanical Engineering)
David Kemper Skills
Fiduciary Services
Portfolio Management
Risk Management
Wealth Management
Asset Protection
Retirement Planning
Financial Planning
Client relationship building
Client Development
Integrity
Relationship Management
Fiduciary Management
Investment Advisory Services
Investments
Adobe Connect
Financial Services
Strategic Financial Planning
Coaching & Mentoring
Asset Allocation
Financial Advisory
401(k) Retirement Savings Plans
Alternative Investments
Estate Planning
Wealth Preservation Planning
Investment Management
Finance
Wealth Accumulation
Securities
Equities
Mutual Funds
ETFs
Fixed Income Strategies
Separately Managed Accounts
FINRA
Hold Series 7
Series 63
Series 65
Insurance
David Kemper Summary
David Kemper, based in United States, is currently a Founder l Sr. Wealth Advisor at Trinity Strategic Partners USA. David Kemper brings experience from previous roles at Cambridge Investment Research, Inc. and Fidelity Investments. David Kemper holds a Bachelor of Science - BS in Mechanical Engineering @ The University of Texas at Arlington. With a robust skill set that includes Fiduciary Services, Portfolio Management, Risk Management, Wealth Management, Asset Protection and more. David Kemper has 2 emails and 2 mobile phone numbers on RocketReach.
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