Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Schalleur is a financial professional with over 20 years of experience in the industry. Currently registered with Global Atlantic Distributors, LLC, David has a wide range of experience, including working with Lincoln Financial Distributors, Inc. and SEI Investments Distribution Co. David holds Series 7, 24, 26, and 63 licenses, as well as the SIE exam. David is dedicated to providing comprehensive financial advice to clients in Pennsylvania.
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.
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.
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2
PA
02/05/2019 - Present
Global Atlantic Distributors, LLC (WAYNE PA)
PA
01/11/2008 - 01/28/2019
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
05/02/2001 - 01/04/2008
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
BC
Issued 06/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2022
Series 24 - General Securities Principal Examination
BC
Issued 06/10/2014
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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