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 Pereira is a financial advisor with over 30 years of experience in the financial services industry. David is registered as a Registered Representative and Investment Advisor Representative with MWA Financial Services Inc. and is also licensed in several states. David holds Series 6, 7, 26, 63, and 65 licenses as well as the SIE. He is also a Certified Financial Planner. David has previously been employed with PRUCO SECURITIES, LLC. and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA. David specializes in providing financial planning and portfolio management for businesses and individuals.
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.
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.
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2
NH
08/25/2006 - Present
MWA Financial Services Inc. (GILFORD NH)
NJ
09/25/1990 - 02/09/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
NJ
09/25/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 03/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/24/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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