Unclaimed
David Ares is a financial professional with over 17 years of experience in the industry. David has a wide range of experience working with clients. David is currently registered with Lincoln Financial Distributors, Inc. Prior to that, David worked at several other firms including LPL Financial LLC, Equity Services, Inc., and Lincoln Financial Advisors Corporation.
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.
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.
1
2
IN
05/01/2024 - Present
Lincoln Financial Distributors, Inc. (FORT WAYNE IN)
NJ
11/17/2014 - 05/01/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (SPRINGFIELD NJ)
NJ
02/29/2008 - 10/08/2014
LPL FINANCIAL LLC (TOTOWA NJ)
NJ
10/17/2006 - 03/05/2008
EQUITY SERVICES, INC. (CEDAR KNOLLS NJ)
BC
Issued 05/22/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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