Unclaimed
David Hanson is an investment advisor representative with PNC Investments. David has been in the industry since 2012 and has worked for several firms before joining PNC Investments. David is registered in Florida, Missouri, New York and Ohio, and holds Series 66, SIE, and Series 7 licenses. David specializes in providing portfolio management for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
02/08/2024 - Present
PNC Investments (STUART FL)
FL
03/07/2014 - 02/12/2024
UBS FINANCIAL SERVICES INC. (STUART FL)
FL
08/22/2013 - 02/28/2014
J.P. MORGAN SECURITIES LLC (WEST PALM BEACH FL)
FL
06/18/2012 - 08/15/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JUPITER FL)
BOTH
Issued 07/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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