Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Gottlieb is a financial advisor at Edward Jones. David has been working in the financial industry since 1989 and has a wide range of experience in providing financial advice to individuals, businesses, and institutions. David is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). He is also licensed to sell securities in multiple states. David is committed to helping clients achieve their financial goals through personalized financial planning and investment strategies.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
OH
12/20/2018 - Present
Edward Jones (PEPPER PIKE OH)
NA
05/09/1994 - 04/04/1995
NATIONAL CITY INVESTMENTS CORPORATION
NA
08/10/1994 - 03/10/1995
INDEPENDENT FINANCIAL SECURITIES, INC.
NA
06/10/1992 - 05/02/1994
FINANCIAL HORIZONS SECURITIES CORPORATION
NY
08/30/1989 - 06/17/1992
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
08/30/1989 - 06/17/1992
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 11/15/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/29/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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