Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Barol is a financial advisor with over 29 years of experience in the financial services industry. David is currently registered with Creativeone Securities, LLC and is also a Certified Financial Planner and a Chartered Financial Consultant. David has held prior positions with Securities America, Inc., Questar Capital Corporation, Lincoln Financial Advisors Corporation, Cetera Advisor Networks LLC, Woodbury Financial Services, Inc., LPL Financial Corporation, Hornor, Townsend & Kent, Inc., Multi-Financial Securities Corporation, ING America Equities, Inc., 1717 Capital Management Company, NYLIFE Securities Inc., Capital Analysts, Incorporated, and Lincoln Investment Planning, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
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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2
KS
03/28/2023 - Present
Creativeone Securities, LLC (OVERLAND PARK KS)
PA
02/22/2019 - 04/20/2023
SECURITIES AMERICA, INC. (DINGMANS FERRY PA)
PA
10/16/2017 - 02/26/2019
QUESTAR CAPITAL CORPORATION (BALA CYNWYD PA)
PA
04/04/2016 - 10/30/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (BERWYN PA)
PA
02/26/2013 - 04/04/2016
CETERA ADVISOR NETWORKS LLC (BALA CYNWYD PA)
PA
08/24/2010 - 02/27/2013
WOODBURY FINANCIAL SERVICES, INC. (BALA CYNWYD PA)
PA
10/07/2008 - 08/31/2010
LPL FINANCIAL CORPORATION (LOWER GWYNEDD PA)
PA
03/06/2001 - 10/20/2008
HORNOR, TOWNSEND & KENT, INC. (PLYMOUTH MEETING PA)
CO
01/04/2001 - 03/13/2001
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
PA
08/09/2000 - 12/31/2000
ING AMERICA EQUITIES, INC. (WEST CHESTER PA)
CO
08/04/2000 - 12/31/2000
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
DE
08/27/1998 - 07/27/2000
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
04/10/1997 - 09/11/1998
NYLIFE SECURITIES INC. (NEW YORK NY)
OH
01/30/1995 - 04/01/1997
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
PA
01/12/1994 - 07/11/1994
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
IA
Issued 06/16/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/21/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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