Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Leuschen is a financial advisor with Commonwealth Financial Network. David is a registered representative and investment advisor representative. David has been in the financial industry since 1984, holding registrations with several firms including Anderson & Strudwick, Incorporated, RBC Dain Rauscher Inc., Tucker Anthony Incorporated, Scott & Stringfellow, Inc., and Dean Witter Reynolds Inc. David is also a member and owner of Retirement & Estate Investment Services, LLC, a private entity established to facilitate securities, advisory, and insurance business.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
05/08/2009 - Present
Commonwealth Financial Network (RICHMOND VA)
VA
04/30/2004 - 05/29/2009
ANDERSON & STRUDWICK, INCORPORATED (RICHMOND VA)
NY
03/09/2002 - 05/10/2004
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
06/01/2001 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
VA
05/05/1999 - 06/07/2001
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
VA
05/17/1988 - 05/05/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
NA
03/14/1985 - 05/19/1988
DEAN WITTER REYNOLDS INC.
NA
07/27/1984 - 02/20/1985
HOME LIFE EQUITY SALES CORP.
IA
Issued 05/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Leuschen is the right advisor for you? Invested Better is here to help.
