Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid West has been in the financial services industry for more than ten years. David is currently registered with Lincoln Financial Distributors, Inc. in Radnor, PA. David previously worked at ProEquities, Inc. in Birmingham, AL and Pacific Select Distributors, LLC in Omaha, NE.
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
PA
12/06/2018 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
AL
06/23/2017 - 12/13/2018
PROEQUITIES, INC. (BIRMINGHAM AL)
NE
12/02/2011 - 06/26/2017
PACIFIC SELECT DISTRIBUTORS, LLC (OMAHA NE)
BC
Issued 12/30/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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