Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Altschuler is a financial advisor who has been in the industry since 1979. David is currently registered with LPL Financial LLC. David has previously been registered with Cantella & Co., Inc., Redstone Securities, Inc., Dunhill Equities, Inc., StarTrade Securities Corp., AltMax, Inc., Global Capital Securities, Inc., Cardell & Associates, Incorporated, Sterling Diversified Services,Inc., Investors Planning Services, and First Investors Corporation. David holds several professional licenses including Series 7, Series 24, Series 28, Series 52TO, Series 53, and Series 63. David is also a Certified Financial Planner and Chartered Financial Consultant.
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
AZ
10/27/2022 - Present
LPL Financial LLC (SCOTTSDALE AZ)
NY
08/29/1995 - 10/26/2022
CANTELLA & CO., INC. (WOODBURY NY)
TX
06/24/1992 - 08/22/1995
REDSTONE SECURITIES, INC. (DALLAS TX)
NY
12/05/1989 - 06/23/1992
DUNHILL EQUITIES, INC. (GARDEN CITY NY)
NY
07/06/1990 - 12/12/1991
STARTRADE SECURITIES CORP. (JERICHO NY)
NY
03/09/1990 - 07/18/1990
ALTMAX, INC. (NEW YORK CITY NY)
NA
03/04/1983 - 02/17/1990
GLOBAL CAPITAL SECURITIES, INC.
NA
05/18/1981 - 01/13/1984
CARDELL & ASSOCIATES, INCORPORATED
NA
11/18/1982 - 02/10/1983
STERLING DIVERSIFIED SERVICES,INC.
NA
05/05/1980 - 06/12/1981
INVESTORS PLANNING SERVICES
NA
09/13/1979 - 05/25/1980
FIRST INVESTORS CORPORATION
IA
Issued 06/15/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/22/1990
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 05/26/1982
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1981
Series 7 - General Securities Representative Examination
BC
Issued 09/07/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure David Altschuler is the right advisor for you? Invested Better is here to help.
