Unclaimed
David Pittman is a financial advisor currently registered with Orchard Securities, LLC. David has over 20 years of experience in the financial services industry. David holds the Series 7, Series 24, and Series 63 licenses and has passed the SIE exam. David is registered in several states, including Alabama, Florida, Georgia, Kentucky, Missouri, North Carolina, South Carolina, Tennessee, and Utah. David is dedicated to providing his clients with personalized financial advice and guidance. David's previous experience includes employment with The Strategic Financial Alliance, Inc., Timbrel Capital, LLC, FS Investment Solutions, LLC, and Wells Investment Securities, 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.
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
UT
06/06/2022 - Present
Orchard Securities, LLC (PLEASANT GROVE UT)
GA
06/11/2018 - 06/06/2022
THE STRATEGIC FINANCIAL ALLIANCE, INC. (ATLANTA GA)
GA
03/19/2019 - 12/24/2019
TIMBREL CAPITAL, LLC (Atlanta GA)
PA
07/12/2011 - 03/09/2018
FS INVESTMENT SOLUTIONS, LLC (PHILADELPHIA PA)
GA
06/25/2002 - 11/01/2010
WELLS INVESTMENT SECURITIES,INC. (NORCROSS GA)
BC
Issued 07/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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