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David Panko

Education

 

BS Business Management - 1981                                     

The Pennsylvania State University
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Experience

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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.

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Independence

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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.

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Community Leadership

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President - Patton Township Business Association

Certified Lay Speaker - United Methodist Church

Chairman, Community Education - State College Area School District

FINRA Licenses and Qualifications

 

Registered Representative

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)

 

Chairman Arbitrator

FINRA Dispute Resolution Inc.

 

Financial Planning Association

National FPA Chapter Leaders Committee

Liaison to Central East Region

 

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