Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ebner is a financial advisor with over 25 years of experience in the financial industry. David is currently registered with Independent Financial Group, LLC in Wadsworth, Ohio. David has a broad range of experience, including working for several other firms such as New England Securities, AXA Advisors, LLC, Invest Financial Corporation, FirstMerit Securities, Inc., Charter One Securities, Inc. and Fifth Third Securities, Inc. David holds the Series 7, Series 31, Series 63 and Series 65 licenses. David specializes in providing financial advice to individuals, corporations, pension and profit-sharing plans, charitable organizations and high-net-worth individuals.
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.
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
OH
06/20/2013 - Present
Independent Financial Group, LLC (WADSWORTH OH)
OH
05/02/2011 - 06/26/2013
NEW ENGLAND SECURITIES (WESTLAKE OH)
OH
02/03/2009 - 05/10/2011
AXA ADVISORS, LLC (CLEVELAND OH)
OH
07/01/2005 - 02/04/2009
INVEST FINANCIAL CORPORATION (TOLEDO OH)
OH
07/01/2003 - 07/01/2005
FIRSTMERIT SECURITIES, INC. (AKRON OH)
OH
10/07/2002 - 06/24/2003
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
OH
03/13/2000 - 09/13/2002
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
NY
08/25/1997 - 03/08/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 09/16/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 08/22/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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