Invested Better
Unclaimed

Unclaimed

Unclaimed

David A Ferreira

Lincoln Financial Distributors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David A Ferreira

David A Ferreira is a financial advisor with Lincoln Financial Distributors, Inc., located in Radnor, PA. David has been in the financial services industry since June 4, 2002. David has been registered with the firm since June 24, 2005. David has a Series 6, Series 26, and Series 63 licenses.

Firm Information

David Ferreira is currently registered with Lincoln Financial Distributors, Inc.. Lincoln Financial Distributors, Inc. is a Corporation formed in August 1967. It is registered with the SEC and in all 50 states, as well as Puerto Rico. The firm has disclosed three regulatory events.

Not reported

Assets Under Management

Not reported

Total Clients

984

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Ferreira’s Registration & Firm History

PA

06/24/2005 - Present

Lincoln Financial Distributors, Inc. (RADNOR PA)

IN

02/12/2010 - 02/26/2010

LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)

NY

06/05/2002 - 06/24/2005

NYLIFE SECURITIES INC. (NEW YORK NY)

Not sure if David A Ferreira is right for you?

Licenses & Designations

BC

Issued 06/10/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/12/2011

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David A Ferreira.
Not sure if David A Ferreira is right for you?