Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Oblock has been in the financial industry since August 8, 1986. David is currently registered with Cambridge Investment Research Advisors, Inc. as a Registered Representative. David has been with Cambridge since November 2012 and is located in Murrysville, PA. David specializes in financial planning, portfolio management for individuals and businesses, pension consulting, market timing services and selection of other advisers. David is also an independent insurance agent for various independent insurance companies.
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.
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.
Solicitation fees from 3rd party money managers
1
2
PA
08/17/2016 - Present
Cambridge Investment Research Advisors, Inc. (MURRYSVILLE PA)
PA
09/08/2009 - 11/29/2012
LPL FINANCIAL LLC (MURRYSVILLE PA)
PA
04/21/2003 - 09/08/2009
MUTUAL SERVICE CORPORATION (MURRYSVILLE PA)
MO
01/02/1996 - 04/29/2003
FFP SECURITIES, INC. (CHESTERFIELD MO)
MN
11/21/1989 - 01/08/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/21/1989 - 01/08/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
05/18/1993 - 12/31/1994
AMERICAN EXPRESS SERVICE CORPORATION (MINNEAPOLIS MN)
NA
11/24/1987 - 06/21/1989
SOUTHMARK FINANCIAL SERVICES, INC.
NA
07/24/1987 - 11/24/1987
FINANCIAL ESTATE PLANNING, INC.
NA
12/27/1985 - 05/11/1987
FIRST AMERICAN NATIONAL SECURITIES, INC.
BC
Issued 01/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1991
Series 7 - General Securities Representative Examination
BC
Issued 12/18/1989
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/26/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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