Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Greer is an investment advisor representative who has been in the industry for over 10 years. He is currently registered with PNC Investments in Bowling Green, Kentucky and has been with the firm since July 2019. Prior to joining PNC Investments, David was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Washington, DC. David is a graduate of George Washington University and has earned the Series 7, Series 66 and SIE licenses. David specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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KY
08/12/2019 - Present
PNC Investments (BOWLING GREEN KY)
DC
08/16/2017 - 07/15/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
BOTH
Issued 09/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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