Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Glenn Weaver is a financial advisor in Palmyra, Pennsylvania. David has been in the industry since 1998 and is currently registered with Ameriprise Financial Services, LLC. David has also been previously registered with Avantax Investment Services, INC. and New England Securities. David Weaver is a Series 6, 7, 63 and 65 licensed advisor and provides financial advice to individuals, corporations and trusts.
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.
Asset allocation 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.
1
2
PA
07/18/2022 - Present
Ameriprise Financial Services, LLC (Palmyra PA)
PA
11/19/1999 - 07/26/2022
AVANTAX INVESTMENT SERVICES, INC. (Carlisle PA)
NY
10/13/1998 - 12/20/1999
NEW ENGLAND SECURITIES (NEW YORK NY)
TX
08/29/1998 - 10/15/1998
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
IA
Issued 05/18/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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