linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Edward Whiting

FNB Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Edward Whiting

David Whiting is a financial advisor who specializes in financial planning and portfolio management. David is registered with the state of Pennsylvania as an Investment Advisor Representative and holds the Series 6, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials (SIE) exam. David's current employer is FNB Wealth Management, a firm that provides financial services including portfolio management and educational seminars. Prior to joining FNB Wealth Management, David worked for PFM Fund Distributors. David's experience and certifications demonstrate his commitment to helping his clients achieve their financial goals.

Firm Information

David Whiting is currently registered with FNB Wealth Management. FNB Wealth Management is an investment advisor based in Pittsburgh, PA. They have 31 investment adviser representatives and manage approximately $6.34 billion in assets for clients. The firm provides portfolio management services for individuals, businesses, and investment companies, as well as financial planning and educational seminars. They also assist clients with selecting other advisors. They are registered with the SEC and have a SEC number of 801-56609.
FNB Wealth Management

ONE NORTH SHORE

PITTSBURGH, PA 15212

$6.34B

Assets Under Management

Not reported

Total Clients

19

Total Financial Advisors

Services Offered

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.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Whiting’s Registration & Firm History

PA

08/19/2022 - Present

FNB Wealth Management (Harrisburg PA)

PA

06/06/2017 - 07/18/2022

PFM FUND DISTRIBUTORS, INC. (HARRISBURG PA)

Not sure if David Edward Whiting is right for you?

Licenses & Designations

IA

Issued 08/19/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/05/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/06/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Edward Whiting.
Not sure if David Edward Whiting is right for you?