Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Barry Shaw is a financial advisor with over 7 years of experience in the industry. David has held licenses with KESTRA INVESTMENT SERVICES, LLC, FINANCIAL TELESIS INC, COMMONWEALTH FINANCIAL NETWORK and currently works with LPL Financial LLC. David is registered with FINRA as a General Securities Representative and has a Series 6 license. David's specializations include investment management, financial planning, and retirement planning. David is located in Wilmington, MA and is actively registered with the state of Massachusetts.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
11/10/2021 - Present
LPL Financial LLC (WILMINGTON MA)
MA
09/13/2021 - 11/10/2021
COMMONWEALTH FINANCIAL NETWORK (Wilmington MA)
MA
03/13/2014 - 06/18/2021
KESTRA INVESTMENT SERVICES, LLC (BOSTON MA)
MA
05/17/2013 - 09/04/2013
FINANCIAL TELESIS INC (BOSTON MA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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