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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Alan Schluer is a financial advisor with Equitable Advisors, LLC. David Alan Schluer has been in the financial services industry since March 9, 1988. David Alan Schluer is registered with the following state regulators: Arizona, Connecticut, Delaware, Florida, Georgia, Illinois, Louisiana, Maryland, Michigan, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, Vermont, and Virginia. David Alan Schluer is also registered with the Financial Industry Regulatory Authority (FINRA). David Alan Schluer provides financial planning, pension consulting, educational seminars, and selection of other advisors. David Alan Schluer is also registered with the Investment Adviser Association (IAA). David Alan Schluer is also registered with the state of Texas as a registered representative.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
04/09/2024 - Present
Equitable Advisors, LLC (MORRISTOWN NJ)
NY
06/07/1994 - 08/27/1999
CIBC WORLD MARKETS (NEW YORK NY)
NA
09/01/1989 - 06/09/1994
PRINTON, KANE GROUP, INC.
NA
06/23/1988 - 09/01/1989
PRINTON, KANE GOVERNMENT SECURITIES, INC.
NA
07/21/1987 - 09/01/1989
PRINTON KANE & CO., L.P.
IA
Issued 04/27/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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