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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Charles Haman is a financial advisor with Mercer Global Advisors Inc. David has been working in the financial industry for over 25 years. David has been registered with Mercer Global Advisors Inc. since 2014 and has been registered with other firms since 1997. David's experience spans a wide range of areas, from investment advisory and financial planning to education and government service. David has held various leadership roles, such as Adjunct Professor at Widener University School of Business and elected Treasurer of Upper Darby Township, PA. David is a certified financial planner and holds Series 7, 6, and 63 licenses. David's dedication to providing exceptional financial guidance and support is evident in his client focus and commitment to ongoing education and professional development.
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.
Trust services, estate planning, tax return preparation, consultation
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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2
PA
04/11/2014 - Present
Mercer Global Advisors Inc. (RADNOR PA)
PA
01/29/2010 - 02/26/2014
PROEQUITIES, INC. (CONSHOHOCKEN PA)
PA
09/26/2005 - 02/02/2010
WOODBURY FINANCIAL SERVICES, INC. (BLUE BELL PA)
NY
08/27/1997 - 10/07/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
PA
02/04/1997 - 05/22/1997
MONEY MANAGEMENT ADVISORY, INC. (FEASTERVILLE PA)
BC
Issued 02/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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