Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lencses is a financial professional with over 50 years of experience in the industry. David is currently registered with GWN Securities Inc. and has been with the firm since April 2021. Prior to joining GWN Securities Inc., David was with ROYAL ALLIANCE ASSOCIATES, INC. for over 14 years. David has a diverse background in financial services, having previously worked with several firms, including INVESTMENT ADVISORS & CONSULTANTS, INC. 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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
In lieu of hourly fee, ia can charge a flat fee
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2
NJ
04/21/2021 - Present
GWN Securities Inc. (FREEHOLD NJ)
NJ
12/01/2006 - 04/23/2021
ROYAL ALLIANCE ASSOCIATES, INC. (FREEHOLD NJ)
NJ
08/05/1992 - 12/04/2006
INVESTMENT ADVISORS & CONSULTANTS, INC. (FREEHOLD NJ)
PA
01/13/1976 - 08/04/1992
LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)
NA
03/03/1978 - 07/20/1980
H. C. COPELAND AND ASSOCIATES EQUITIES, INC.
NA
08/20/1975 - 07/11/1979
TRAVELERS EQUITIES SALES, INC.
NA
01/15/1973 - 11/10/1975
FEDERATED SECURITIES, INC.
NA
02/10/1972 - 03/28/1973
INDEPENDENT FINANCIAL PLANNERS CORPORATION
NA
01/06/1971 - 03/08/1973
VARIABLE ANNUITY MARKETING CO OF NJ
BC
Issued 03/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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