Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Courlang is an investment advisor representative with Principal Securities, Inc. David has been in the financial services industry for over five years and has a wide range of experience in providing financial advice and investment management services. David has been registered with the Securities and Exchange Commission and various state regulators. David's areas of expertise include financial planning, investment management, and insurance. David is committed to providing clients with personalized service and guidance to help them achieve their financial goals.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
PA
01/03/2024 - Present
Principal Securities, Inc. (Wayne PA)
PA
02/06/2023 - 01/04/2024
PRUCO SECURITIES, LLC. (Warrington PA)
PA
08/26/2021 - 01/31/2023
NYLIFE SECURITIES LLC (HORSHAM PA)
PA
05/21/2021 - 08/04/2021
PFS INVESTMENTS INC. (NEWTOWN PA)
IA
Issued 01/06/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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