Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Pergande is a financial advisor with over 10 years of experience in the industry. David is registered to offer securities and investment advice in Texas and Oregon, and he is currently employed by M Holdings Securities, Inc.. Previously, David has worked with Hilltop Securities Inc., First Palladium, LLC, and Lincoln Financial Distributors, Inc.. David is a Series 6, 7, 63, and 66 licensed financial advisor and holds the SIE designation. David specializes in financial planning and portfolio management for individuals, businesses, and investment companies.
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
TX
03/19/2024 - Present
M Holdings Securities, Inc. (Addison TX)
TX
08/10/2021 - 03/06/2024
HILLTOP SECURITIES INC. (Plano TX)
IN
11/06/2018 - 09/30/2020
FIRST PALLADIUM, LLC (FORT WAYNE IN)
GA
11/04/2015 - 12/04/2017
MERCAP SECURITIES, LLC (ATLANTA GA)
PA
11/06/2012 - 10/13/2015
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
BOTH
Issued 10/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/04/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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