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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 Hirschbine is a financial advisor with over 15 years of experience in the industry. David is currently registered with LPL Financial LLC and provides a range of services including financial planning, portfolio management, and consulting services. David has a strong track record of success and is committed to providing his clients with personalized advice and guidance. David has served clients in the following states: Connecticut, Florida, Georgia, New Jersey, New York, North Carolina, Pennsylvania, and Texas. David is also registered as an Investment Advisor Representative in New York, Pennsylvania, and Texas.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
06/12/2021 - Present
LPL Financial LLC (HAMBURG NY)
SC
06/14/2010 - 06/21/2010
LPL FINANCIAL CORPORATION (FORT MILL SC)
NC
04/29/2008 - 06/21/2010
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
IA
Issued 01/26/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/28/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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