Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Skultety is a financial advisor with over 28 years of experience in the industry. David is currently registered with Wealth Management Associates, Inc. and has previously been registered with Securities America, Inc., LPL Financial LLC, Wachovia Securities, LLC, Prudential Securities Incorporated, and PaineWebber Incorporated. David specializes in financial planning, pension consulting, and portfolio management for individuals. David has a wide range of experience in serving clients, with particular expertise in assisting high net worth individuals, corporations, and charitable organizations.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees
1
2
NJ
01/08/2020 - Present
Wealth Management Associates, Inc. (CHERRY HILL NJ)
SC
09/13/2016 - 06/14/2024
SECURITIES AMERICA, INC. (DANIEL ISLAND SC)
NJ
01/21/2005 - 09/21/2016
LPL FINANCIAL LLC (HADDONFIELD NJ)
NJ
08/23/2016 - 08/23/2016
SECURITIES AMERICA, INC. (Haddonfield NJ)
MO
07/01/2003 - 01/21/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
09/20/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
01/28/1995 - 09/29/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
11/07/1994 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 05/29/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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