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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Falcone is an investment advisor representative with Cbiz Investment Advisory Services, LLC. David has been in the financial services industry since 2015. David is licensed in both Missouri and Pennsylvania. David has experience in the following areas: portfolio management for individuals, businesses, and pooled investment vehicles, financial planning, pension consulting, and educational seminars. David has a strong understanding of the financial markets and has a proven track record of success in helping his clients achieve their financial goals.
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.
Performance reporting, fiduciary services and admnistrative support services
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.
A percentage of assets under advisement
1
2
PA
05/30/2024 - Present
Cbiz Investment Advisory Services, LLC (West Conshohocken PA)
PA
11/30/2018 - 12/13/2023
MUTUAL OF AMERICA SECURITIES LLC (Conshohocken PA)
PA
11/30/2018 - 11/24/2020
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (BLUE BELL PA)
NJ
01/10/2018 - 06/18/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PRINCETON NJ)
PA
03/21/2016 - 12/15/2017
NYLIFE SECURITIES LLC (WAYNE PA)
IA
Issued 04/10/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2023
Series 99TO - Operations Professional Examination
BC
Issued 06/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2018
Series 7 - General Securities Representative Examination
BC
Issued 03/21/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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