Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hamilton is a financial professional with over 30 years of experience in the industry. David Hamilton has been active in the securities industry since December 1989. Currently, David Hamilton is registered with Concourse Financial Group Securities, Inc. and Cambridge Investment Research Advisors, Inc. David Hamilton holds the Series 6, Series 63, Series 65, and SIE licenses. David Hamilton is also active in the community, serving as President of Hamilton & Musser, PC. David Hamilton specializes in providing financial planning, pension consulting, and portfolio management services to individuals and businesses. David Hamilton is committed to helping clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
02/02/2006 - Present
Concourse Financial Group Securities, Inc. (Mechanicsburg PA)
TX
12/14/1989 - 09/05/2002
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
IA
Issued 06/26/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/06/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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