Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Fingerhut is a financial advisor with Commonwealth Financial Network. David has been in the financial services industry since 1992 and has a broad range of experience in financial planning, portfolio management, and insurance sales. David holds the Series 6, 7, 24, 63, and 65 licenses and is registered to provide investment advice in over 25 states. Commonwealth Financial Network is a leading independent financial advisor firm with over 3300 investment advisor representatives. The firm provides a variety of financial services including financial planning, portfolio management, and insurance sales.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
07/26/2024 - Present
Commonwealth Financial Network (Chesterfield MO)
MO
01/08/2003 - 07/25/2024
OSAIC WEALTH, INC. (CHESTERFIELD MO)
AZ
10/30/2000 - 01/03/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MA
07/31/1992 - 10/30/2000
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 11/30/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/30/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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