Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Haight is a financial professional with over 20 years of experience in the industry. David is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been affiliated with the firm since June 2009. David also has prior experience with NEW COVENANT FUNDS DISTRIBUTOR, INC.. David specializes in a wide range of services including portfolio management for businesses and individuals, selection of other advisors, and educational seminars.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
09/01/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ALLENTOWN PA)
PA
12/14/2004 - 04/09/2009
NEW COVENANT FUNDS DISTRIBUTOR, INC. (MACUNGIE PA)
IA
Issued 08/18/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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