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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Frederick Guensch has been an active advisor for over 25 years. David is currently registered with Lombard Advisers Inc. and has previous experience with LPL FINANCIAL LLC, VOYA FINANCIAL ADVISORS, INC., AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC., LOMBARD SECURITIES INCORPORATED, INTEGRATED RESOURCES EQUITY CORPORATION, and MORISON SECURITIES, INC. David works with a variety of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. David is currently licensed to provide investment advice in Florida, Maryland, New Jersey, North Carolina, Pennsylvania, and Virginia. David's specialties include portfolio management for individuals, portfolio management for businesses, and selection of other advisors.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
07/20/2016 - Present
Lombard Advisers Inc. (Allentown PA)
PA
06/30/2015 - 07/29/2016
LPL FINANCIAL LLC (OREFIELD PA)
PA
08/22/2006 - 07/01/2015
VOYA FINANCIAL ADVISORS, INC. (OREFIELD PA)
PA
03/21/2005 - 08/21/2006
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (OREFIELD PA)
MD
04/19/1996 - 03/21/2005
LOMBARD SECURITIES INCORPORATED (BALTIMORE MD)
NA
11/11/1988 - 04/13/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
04/12/1988 - 11/07/1988
MORISON SECURITIES, INC.
NA
11/25/1987 - 12/24/1987
MORISON SECURITIES, INC.
IA
Issued 08/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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