Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Over is a financial advisor with Silver Oak Securities, Inc. based in Mount Joy, PA. David has been in the financial services industry since 2011 and has a strong background in securities, insurance and financial planning. David is registered with the state of Pennsylvania as an investment advisor representative (IAR) and is also registered with the state of Delaware, Georgia, Maryland, New Jersey, New York, North Carolina, South Carolina and Virginia as a broker. David has worked with several firms during his career including American Portfolios Financial Services, Inc., Janney Montgomery Scott LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
02/27/2023 - Present
Silver OAK Securities, Inc. (Mount Joy PA)
PA
02/20/2015 - 03/02/2023
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (LANCASTER PA)
PA
07/22/2013 - 02/23/2015
JANNEY MONTGOMERY SCOTT LLC (LANCASTER PA)
PA
01/12/2012 - 07/15/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LANCASTER PA)
PA
06/22/2011 - 09/27/2011
PARK AVENUE SECURITIES LLC (BLUE BELL PA)
BOTH
Issued 04/03/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Over is the right advisor for you? Invested Better is here to help.
