Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Smedley is an investment advisor representative with LPL Financial LLC, working in the Wexford, PA office. David has been in the industry since 2000 and holds Series 6, 7, 63, and 65 licenses as well as the SIE. David has been registered in 19 states and the District of Columbia.
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.
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2
PA
08/05/2024 - Present
LPL Financial LLC (WEXFORD PA)
PA
11/04/2016 - 08/06/2024
OSAIC FS, INC. (WEXFORD PA)
PA
03/14/2014 - 11/09/2016
MSI FINANCIAL SERVICES, INC. (PITTSBURGH PA)
PA
12/05/2003 - 03/14/2014
FORTUNE FINANCIAL SERVICES, INC. (FREEDOM PA)
PA
03/02/2001 - 12/01/2003
HACKETT ASSOCIATES, INC. (WYOMISSING PA)
GA
07/03/2000 - 12/31/2000
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 11/27/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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