Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Francis Bedard is a financial advisor with over 30 years of experience in the financial services industry. David is currently registered with LPL Financial LLC in Pennsylvania and Texas. Prior to joining LPL Financial LLC, David was registered with Morgan Stanley and Ameriprise Financial Services, LLC in Pennsylvania. David has a strong track record of success in providing financial advice to individuals, families, and businesses. David is committed to helping clients achieve their financial goals through personalized financial planning, investment management, and retirement planning.
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
06/27/2024 - Present
LPL Financial LLC (Lemoyne PA)
PA
01/19/2021 - 07/26/2024
MORGAN STANLEY (Camp Hill PA)
PA
03/15/2012 - 01/21/2021
AMERIPRISE FINANCIAL SERVICES, LLC (Camp Hill PA)
PA
06/01/2009 - 03/20/2012
MORGAN STANLEY SMITH BARNEY (HARRISBURG PA)
PA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (HARRISBURG PA)
PA
02/20/2001 - 04/02/2007
MORGAN STANLEY DW INC. (HARRISBURG PA)
NY
09/24/1987 - 02/23/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/13/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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