Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Schultz is a financial professional with over 2 years of experience in the financial services industry. David is currently registered with Equitable Advisors, LLC as a Registered Representative and Investment Advisor Representative in both New Jersey and Pennsylvania. David holds a Series 7TO, Series 66 and SIE licenses. He is also a licensed life insurance agent. In addition to his work with Equitable Advisors, LLC, David is a licensed life insurance agent. David is passionate about helping individuals and families achieve their financial goals. He is dedicated to providing personalized advice and guidance to his clients. David is also committed to staying up-to-date on the latest financial trends and regulations. He believes in building strong, long-term relationships with his clients based on trust and transparency.
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.
A percentage of the total value of assets under management is charged.
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2
PA
08/30/2024 - Present
Equitable Advisors, LLC (CONSHOHOCKEN PA)
BOTH
Issued 08/28/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/03/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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