Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Brian McGonigle is a registered investment advisor representative with Copeland Capital Management, LLC. David is a Series 6 and Series 63 licensed professional. David has been in the industry since March 1999. David previously worked at Managers Distributors, Inc. in STAMFORD, CT. David McGonigle is registered in Pennsylvania.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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02/26/2010 - Present
Copeland Capital Management, LLC ( )
CT
12/17/2001 - 03/22/2004
MANAGERS DISTRIBUTORS, INC. (STAMFORD CT)
BC
Issued 10/22/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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