David Panko

EXPERTISE
David has helped hundreds of clients develop retirement plan strategies, invest their money to generate growth and income, and plan for the ultimate transfer of their assets to their heirs and charities.

EDUCATION
BS Business Management
The Pennsylvania State University 1981

EXPERIENCE
David has been licensed to buy and sell stocks, bonds, and mutual funds since 1986. He was trained by Merrill Lynch, won acceptance to Merrill Lynch Advanced Training in Princeton, NJ in 1987, and earned sales trips on the local, regional, and national levels. He has the experience to help you make prudent investment decisions because he has guided his clients through the bull markets and the market declines of the past eighteen years.

INDEPENDENCE
As an independent financial representative, David works for you, his client, not "the firm". His recommendations are non-biased and always in your best interest. David offers securities through American Portfolios Financial Services Inc, an independent broker dealer who clears through Pershing LLC. Accounts are protected by SIPC (Securities Investor Protection Corporation) for up to $500,000, no more than $100,000 of which may be for claims for cash. Pershing provides additional unlimited coverage through a commercial insurer.

COMMUNITY LEADERSHIP
President - Patton Township Business Association
Certified Lay Speaker - United Methodist Church
Chairman, Community Education - State College Area School District