Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wexler is a financial professional with over 40 years of experience in the industry. David is currently registered with M Holdings Securities, Inc. and has previously worked with Mutual Service Corporation, W. S. Griffith & Co., Inc., EQUICO SECURITIES, INC., and The Equitable Life Assurance Society of the United States. David holds the Series 6, Series 63, Series 65 and SIE licenses. David specializes in financial planning, portfolio management for individuals and businesses, pension consulting and provides educational seminars. David has worked in various locations including Bethesda, Maryland; Boston, Massachusetts; Hartford, Connecticut; Boynton Beach, Florida; and Portland, Oregon. David is a partner in Freedman Risk Management, LLC and Greenberg Wexler & Eig, LLC.
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.
1
2
MD
12/21/2023 - Present
M Holdings Securities, Inc. (BETHESDA MD)
MA
06/19/1991 - 09/17/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
NA
04/06/1987 - 03/09/1998
W. S. GRIFFITH & CO., INC.
CT
08/08/1984 - 03/09/1998
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
NA
07/23/1982 - 07/06/1984
EQUICO SECURITIES, INC.
NA
07/23/1982 - 07/06/1984
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 03/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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