Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Rearick is a financial advisor registered with Allegheny Investments, Ltd. David has been in the industry since 1985. David is registered with the state of Pennsylvania. David has been registered with Allegheny Investments, Ltd. since 2008. David has been registered with the state of Pennsylvania since 1998. David has several state registrations. David specializes in providing financial planning and portfolio management services to individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
04/07/2008 - Present
Allegheny Investments, Ltd. (PITTSBURGH PA)
GA
11/09/1994 - 08/19/1998
WMA SECURITIES, INC. (DULUTH GA)
FL
08/06/1992 - 11/09/1994
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
GA
05/08/1985 - 08/12/1992
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 12/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/07/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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