Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Giles is a financial advisor with Valmark Advisers, Inc., based in Wyomissing, PA. David Giles has been in the financial services industry since June 18, 1983. David Giles has worked for several firms, including NFP Securities, Inc., Walnut Street Securities, Inc., Aetna Life Insurance and Annuity Company and General American Life Insurance Company. David Giles is registered with FINRA and is licensed to sell securities in Arizona, California, Delaware, Florida, Illinois, Maryland, Pennsylvania and Virginia. David Giles also holds the Series 1 and Series 63 licenses. He is a Chartered Financial Consultant. David Giles specializes in working with individuals, high-net-worth individuals, trusts, estates, pension and profit sharing plans and other investment advisors. In addition to his work with Valmark Advisers, Inc., David Giles is the President and Director of The Giles Financial Group, a fixed insurance sales company.
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.
Strategic management for diversified investment portfolios.
Consulting
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
01/13/2011 - Present
Valmark Advisers, Inc. (Wyomissing PA)
PA
06/13/2002 - 12/02/2010
NFP SECURITIES, INC. (WYOMISSING PA)
CA
07/27/1987 - 06/25/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
06/19/1983 - 09/09/1987
AETNA LIFE INSURANCE AND ANNUITY COMPANY
NA
08/09/1983 - 08/19/1987
GENERAL AMERICAN LIFE INSURANCE COMPANY
NA
06/19/1983 - 04/27/1984
AETNA LIFE INSURANCE AND ANNUITY COMPANY
BC
Issued 10/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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