Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid McClary is a financial professional with over 25 years of experience in the financial industry. David holds several licenses, including Series 6, 7, 63, 65, and 99, and is registered to offer investment advice in multiple states. David is currently employed with Cuso Financial Services, LP and Sorrento Pacific Financial, LLC. Cuso Financial Services, LP is a financial firm that provides investment advisory services to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. Sorrento Pacific Financial, LLC, is another financial firm that David is associated with. David has experience working with clients in multiple areas, including financial planning, portfolio management, and pension consulting. David also offers educational seminars and helps clients select other advisors when needed.
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.
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.
1
2
NJ
08/17/2018 - Present
Cuso Financial Services, LP (ROBBINSVILLE NJ)
PA
06/02/2009 - 10/20/2009
EFC FINANCIAL SERVICES, LLC (DRESHER PA)
NJ
11/09/1999 - 03/13/2002
CITISTREET EQUITIES LLC (SOMERSET NJ)
NY
07/15/1998 - 01/27/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
DC
07/17/1990 - 06/17/1998
ICMA - RC SERVICES, INC. (WASHINGTON DC)
NY
05/19/1986 - 12/06/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/31/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/19/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David McClary is the right advisor for you? Invested Better is here to help.
