Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Anthony Graver is a financial professional with over 17 years of experience in the financial services industry. David has held positions with several prominent firms, including LPL Financial LLC, Kestra Investment Services, LLC, and USI Securities, Inc. His experience encompasses a broad range of financial services, including investment advisory services, portfolio management, and financial planning. David is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative (IAR) and holds Series 6, 7, and 63 licenses. He is also a registered representative of USI Securities, Inc. in Pennsylvania and Florida.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Bundled consulting and advisory fees
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2
CT
08/18/2023 - Present
USI Securities, Inc. (GLASTONBURY CT)
PA
03/20/2019 - 08/11/2021
KESTRA INVESTMENT SERVICES, LLC (Pittsburgh PA)
PA
06/17/2013 - 03/22/2019
LPL FINANCIAL LLC (PITTSBURGH PA)
PA
12/23/2010 - 02/15/2013
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (PITTSBURGH PA)
MD
10/17/2007 - 10/13/2010
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (ROCKVILLE MD)
MD
10/17/2007 - 10/13/2010
MUTUAL OF AMERICA SECURITIES CORPORATION (ROCKVILLE MD)
PA
10/20/2005 - 10/19/2007
METLIFE SECURITIES INC. (DELMONT PA)
PA
10/20/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DELMONT PA)
AZ
07/01/2005 - 10/13/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
BC
Issued 07/08/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2011
Series 7 - General Securities Representative Examination
BC
Issued 06/30/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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