Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Schelhorn is a financial advisor with over eight years of experience in the industry. David Schelhorn is currently registered with Private Advisor Group, LLC, which is headquartered in Morristown, NJ. David Schelhorn has previously worked with Securian Financial Services, Inc., in Parsippany, NJ. David Schelhorn holds Series 66, Series 7, and SIE licenses and is also registered as an Investment Advisor Representative in Florida, New Jersey, and New York. David Schelhorn specializes in working with high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, corporations, and individuals other than high-net-worth clients.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
06/15/2023 - Present
Private Advisor Group, LLC (Bedminster NJ)
NJ
04/14/2015 - 06/14/2023
SECURIAN FINANCIAL SERVICES, INC. (PARSIPPANY NJ)
BOTH
Issued 05/08/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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