Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Charles Handa is a financial professional with over 30 years of experience in the industry. David currently works with Packerland Brokerage Services, Inc. David has held previous positions with Sterne Agee Financial Services, Inc., WRP Investments, Inc., WFG Investments, Inc., SunTrust Investment Services, Inc., NCF Financial Services, Inc., Invest Financial Corporation, Wachovia Securities, Inc., Wachovia Brokerage Service, First Union Brokerage Services, Inc., Smith Barney Inc., and First Investors Corporation. David is a registered representative in Georgia, Illinois, and North Carolina. David has a Series 6, 7, 26, 63, and 65 securities license. David provides financial planning, portfolio management for individuals, educational seminars, and selection of other advisors. David works with clients including high net worth individuals, individuals other than high net worth, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.
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.
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.
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2
NC
08/20/2016 - Present
Packerland Brokerage Services, Inc. (CARY NC)
NC
09/12/2014 - 08/16/2016
STERNE AGEE FINANCIAL SERVICES, INC. (CARY NC)
NC
12/02/2011 - 09/12/2014
WRP INVESTMENTS, INC. (CARY NC)
NC
03/31/2009 - 12/02/2011
WFG INVESTMENTS, INC. (CARY NC)
NC
01/03/2005 - 03/31/2009
SUNTRUST INVESTMENT SERVICES, INC. (CARY NC)
NC
09/30/2002 - 01/03/2005
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
WI
07/24/2001 - 09/30/2002
INVEST FINANCIAL CORPORATION (APPLETON WI)
NC
02/14/2000 - 07/17/2001
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
09/22/1998 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
WI
04/02/1998 - 09/04/1998
INVEST FINANCIAL CORPORATION (APPLETON WI)
NC
08/18/1997 - 03/26/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
09/08/1995 - 08/19/1997
SMITH BARNEY INC. (NEW YORK NY)
NJ
03/09/1992 - 06/23/1995
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 09/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1995
Series 7 - General Securities Representative Examination
BC
Issued 03/05/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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