Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Antonchak is a financial professional with over 25 years of experience in the financial services industry. David is a Certified Financial Planner™ and is registered with Cetera Investment Advisers LLC. David has previously been registered with Investors Capital Corp. and NYLIFE Securities LLC. David provides financial planning, investment management, and retirement planning services. David is committed to helping clients 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.
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
PA
03/21/2024 - Present
Cetera Investment Advisers LLC (BETHLEHEM PA)
PA
02/22/2008 - 10/03/2016
INVESTORS CAPITAL CORP. (BETHLEHEM PA)
PA
06/26/1996 - 02/27/2008
NYLIFE SECURITIES LLC (BETHLEHEM PA)
IA
Issued 06/27/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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