Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Allan Pagel is a financial advisor with Harbour Investments, Inc., located in Cedarburg, Wisconsin. David has been in the financial services industry since 1989. David has a strong track record of success in providing financial planning and investment management services to individuals and families. David is also a Certified Financial Planner™.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
WI
04/15/2021 - Present
Harbour Investments, Inc. (Cedarburg WI)
WI
11/03/2009 - 04/16/2021
R.M. STARK & CO., INC. (CEDARBURG WI)
WI
05/01/1997 - 11/02/2009
SEGERDAHL & COMPANY, INC. (CEDARBURG WI)
NA
12/20/1995 - 05/06/1997
MEGARIAN, INC.
IL
10/20/1992 - 12/31/1995
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
IA
02/28/1992 - 10/22/1992
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NY
05/16/1991 - 02/05/1992
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
05/16/1991 - 02/05/1992
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
03/12/1988 - 07/23/1988
THE MILWAUKEE COMPANY
NA
08/20/1985 - 12/10/1986
BLUNT ELLIS & LOEWI INCORPORATED
BC
Issued 05/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/15/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/03/1985
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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