David Jennings
About David Jennings
David Jennings is a Senior Specialist in Stock Plan Services at TD Ameritrade, holding Series 7, 63, and 66 licenses and recognized as one of the top 20 associates in his role.
Title and Current Role at TD Ameritrade
David Jennings is currently a Senior Specialist in Stock Plan Services at TD Ameritrade. He has held this position since 2021. His role involves managing stock plans for clients, including providing expert guidance on stock options and financial planning strategies.
Professional Experience at TD Ameritrade
David Jennings has a diverse professional background at TD Ameritrade. Prior to his current role, he was a Specialist in Stock Plan Services from 2019 to 2021 in Omaha, Nebraska. Additionally, he served as a New Account Specialist from 2016 to 2021, showcasing his extensive experience in customer account management.
Educational Qualifications in Accounting
David Jennings holds a Bachelor of Arts (B.A.) degree in Accounting from Nebraska Wesleyan University. He completed his studies between 2010 and 2014. This academic background provided him with a solid foundation in financial principles, which he applies to his current role at TD Ameritrade.
Financial Security Licenses
David Jennings holds Series 7, 63, and 66 licenses. These licenses are pivotal, indicating his advanced proficiency and authorization to engage in specific financial securities activities. Holding these credentials underscores his expertise and trustworthiness in the financial services industry.
Recognition and Achievements
David Jennings has been recognized for his exceptional performance at TD Ameritrade, attaining the President's Club status. This accolade signifies his position among the top 20 associates in his role, highlighting his dedication and success in delivering outstanding service and results.