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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 Givler is a financial advisor registered with Mariner Wealth. David's professional experience includes roles with Valley National Investments, Inc., Corbenic Partners, LLC and Moravian College. David holds Series 63, Series 65, Series 7 and SIE licenses. David is a Certified Financial Planner. David is located in Bethlehem, Pennsylvania and has a specialization in Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, Pension Consulting, Publication of Periodicals, Selection of Other Advisers, Educational Seminars and Family Office Services.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
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2
PA
07/01/2022 - Present
Mariner Wealth (Bethlehem PA)
PA
09/01/2016 - 09/14/2018
VALLEY NATIONAL INVESTMENTS, INC. (BETHLEHEM PA)
BC
Issued 12/16/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/21/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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