BS Business Management - 1981
The Pennsylvania State University
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 thirty four years.
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's additional coverage can be found at Pershing.com.
President - Patton Township Business Association
Certified Lay Speaker - United Methodist Church
Chairman, Community Education - State College Area School District
FINRA Licenses and Qualifications
SEC Series 7 (Stock Broker)
Uniform Securities Agent
SEC Series 63 (Commonwealth of PA)
General Securities Principal
SEC Series 24 (Office Supervisor)
Municipal Fund Securities Limited Principal
SEC Series 51 (Office Supervisor)
FINRA Dispute Resolution Inc.
Financial Planning Association
National FPA Chapter Leaders Committee
Liaison to Central East Region