Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Benjamin Hart is a financial advisor with over 20 years of experience in the financial services industry. David is a Certified Financial Planner™ professional. David is currently registered with Maryland Financial Group, Inc. and holds securities licenses Series 6, 7, 63 and 65. David is also licensed to provide investment advisory services in Delaware, District of Columbia, Florida, Maryland, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Virginia and West Virginia. David has a long history of working with individuals, families, businesses and retirement plans to help them achieve their financial goals. David works closely with clients to understand their individual needs and develop personalized financial plans. He believes that financial planning should be a collaborative process and is committed to providing his clients with the information and guidance they need to make informed financial decisions.
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.
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.
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MD
06/07/2019 - Present
Maryland Financial Group, Inc. (ROCKVILLE MD)
MD
02/22/2001 - 08/08/2011
FIRST INVESTORS CORPORATION (GREENBELT MD)
IA
Issued 09/02/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/21/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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