Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Gasper is a financial advisor with THE Marshall Financial Group LLC. David is a Certified Financial Planner and has been in the financial services industry for over a decade. David is registered with the state of Maryland and Texas. David has experience working with individuals, high net worth individuals, corporations, and pension and profit sharing plans. David provides financial planning, portfolio management, and advisory services.
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.
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.
A percentage of the total value of assets under management is charged.
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MD
02/06/2025 - Present
THE Marshall Financial Group LLC (HUNT VALLEY MD)
MD
07/13/2022 - 06/10/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEL AIR MD)
BOTH
Issued 12/23/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
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