Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Whetsell is a financial advisor with over 20 years of experience in the financial services industry. David is currently registered with LPL Financial LLC and holds Series 6, 7, and 63 licenses, as well as the SIE and Series 65 exams. David has previously been registered with M&T Securities, Inc., Wells Fargo Advisors, LLC, MetLife Securities Inc., Metropolitan Life Insurance Company, and Invest Financial Corporation. David provides financial planning and investment management services for individuals, corporations, and other businesses. David is committed to helping clients achieve their financial goals and providing them with the personalized service they deserve.
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.
Consulting and other non-discretionary advisory services
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
02/14/2018 - Present
LPL Financial LLC (WYALUSING PA)
PA
06/02/2016 - 02/14/2018
INVEST FINANCIAL CORPORATION (WYALUSING PA)
CA
02/19/2015 - 06/10/2016
LPL FINANCIAL LLC (SAN DIEGO CA)
PA
09/18/2012 - 12/23/2014
M&T SECURITIES, INC. (TUNKHANNOCK PA)
PA
07/16/2002 - 08/28/2012
WELLS FARGO ADVISORS, LLC (TUNKHANNOCK PA)
MA
01/14/2002 - 06/11/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/14/2002 - 06/11/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 06/30/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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