Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Faber is a financial advisor with over 30 years of experience in the industry. David is registered with Raymond James Financial Services Advisors, Inc. and has previously worked with other large financial institutions such as Morgan Stanley Smith Barney, Citigroup Global Markets Inc. and Prudential Insurance Company of America. David is a registered investment advisor in Illinois and Texas. David is also an insurance agent, owning and operating Faber Financial Insurance Services. David has been providing financial services in the Bourbonnais, Illinois area for over 20 years.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IL
03/23/2023 - Present
Raymond James Financial Services Advisors, Inc. (BOURBONNAIS IL)
IL
06/01/2009 - 03/23/2011
MORGAN STANLEY SMITH BARNEY (BOURBONNAIS IL)
IL
02/08/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOURBONNAIS IL)
NJ
10/10/1990 - 02/28/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
10/10/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 08/21/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/16/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/09/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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