Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hunter is a financial advisor registered with IC Advisory Services, Inc. David has been in the financial services industry since 1984. The advisor has been registered with Woodbury Financial Services, Inc., Janney Montgomery Scott LLC, Redstone Securities, Inc., W. H. Newbold's Son & Co./Hopper Soliday & Co., Inc., Piper, Jaffray & Hopwood Incorporated, and Tucker, Anthony & R. L. Day, Inc. David holds a Series 65, Series 63, Series 24, Series 7, Series 15 and Series 3 licenses. David Hunter is also a licensed insurance agent. The advisor specializes in providing financial planning, pension consulting, and selection of other advisors.
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.
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.
1
2
PA
02/10/2020 - Present
IC Advisory Services, Inc. (CHADDS FORD PA)
PA
04/09/2012 - 02/10/2020
WOODBURY FINANCIAL SERVICES, INC. (WAYNE PA)
PA
07/17/2001 - 04/18/2012
JANNEY MONTGOMERY SCOTT LLC (MEDIA PA)
TX
08/21/1989 - 12/19/1997
REDSTONE SECURITIES, INC. (DALLAS TX)
NA
04/25/1988 - 08/24/1989
W. H. NEWBOLD'S SON & CO./HOPPER SOLIDAY & CO., INC.
MN
01/02/1987 - 05/04/1988
PIPER, JAFFRAY & HOPWOOD INCORPORATED (MINNEAPOLIS MN)
NA
01/19/1981 - 01/09/1987
TUCKER, ANTHONY & R. L. DAY, INC.
IA
Issued 07/17/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/25/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 08/10/1982
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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