Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Weisman is a financial advisor with over 20 years of experience in the financial services industry. David has held positions at several firms, including MSI Financial Services, Inc., Patrick Capital Markets, LLC, Mutual of Omaha Investor Services, Inc., Charles Schwab & Co., Inc., Prudential Investment Management Services LLC and Nuveen Investments. David is currently registered with MML Investors Services, LLC in Pennsylvania. David holds Series 3, 7, and 63 licenses, as well as a Series 65. David provides financial planning, portfolio management, and other services to individuals, corporations, trusts, foundations, endowments, and pension plans. David is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
03/25/2017 - Present
MML Investors Services, LLC (BALA CYNWYD PA)
MA
05/09/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MA)
MO
02/10/2016 - 06/01/2016
PATRICK CAPITAL MARKETS, LLC (ST LOUIS MO)
MO
05/23/2012 - 10/04/2012
PATRICK CAPITAL MARKETS, LLC (ST LOUIS MO)
NE
06/04/2009 - 02/16/2012
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
PA
01/25/2006 - 12/26/2008
CHARLES SCHWAB & CO., INC. (YARDLEY PA)
NJ
07/09/2001 - 10/12/2005
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
IL
12/24/1997 - 04/06/2001
NUVEEN INVESTMENTS (CHICAGO IL)
BC
Issued 2/5/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 6/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/11/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1991
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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