Unclaimed
David Garber is a financial advisor with Raymond James Financial Services Advisors, Inc. in York, Pennsylvania. David has been in the financial industry since 1996 and has experience working with clients in a variety of industries. David is a registered representative with Raymond James Financial Services Advisors, Inc. and is also licensed as an investment advisor representative in Pennsylvania and Texas.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
10/01/2021 - Present
Raymond James Financial Services Advisors, Inc. (York PA)
PA
02/18/2011 - 01/29/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (YORK PA)
PA
01/01/2004 - 02/18/2011
ING FINANCIAL PARTNERS, INC. (YORK PA)
IA
11/08/1996 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
Issued 01/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2006
Series 7 - General Securities Representative Examination
BC
Issued 11/07/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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