Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bolton is an investment advisor representative with Park Avenue Securities LLC, a firm headquartered in New York, NY. David has been in the financial services industry since 1998 and has extensive experience working with individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. David is licensed in multiple states, including California, Michigan, and Oregon, and specializes in providing financial planning, investment management, and educational seminars. David also works as a Life insurance agent at Guardian Life Insurance Company.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
01/29/2018 - Present
Park Avenue Securities LLC (IRVINE CA)
CA
09/08/2009 - 08/20/2014
LPL FINANCIAL LLC (RANCHO SANTA MARGARI CA)
CA
03/31/1999 - 09/08/2009
MUTUAL SERVICE CORPORATION (RANCHO SANTA MARGARI CA)
CA
05/21/1998 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
IA
Issued 12/12/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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