Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Balint is a financial advisor with Great Valley Advisor Group, Inc. David is a registered representative and investment advisor representative in the states of California, Delaware, Florida, Maryland, New Jersey, and Pennsylvania. David has a Series 63, Series 65, and Series 7TO license, and has been in the industry since 2022. Prior to joining Great Valley Advisor Group, Inc., David worked at Hornor, Townsend & Kent, LLC and NYLIFE SECURITIES LLC. David provides financial planning, portfolio management for businesses and individuals, and educational seminars to his clients. He also offers other consulting services. David is committed to helping his 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.
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.
Consulting services
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
DE
07/18/2024 - Present
Great Valley Advisor Group, Inc. (Wilmington DE)
DE
08/17/2022 - 07/18/2024
HORNOR, TOWNSEND & KENT, LLC (WILMINGTON DE)
PA
05/11/2022 - 08/03/2022
NYLIFE SECURITIES LLC (BALA CYNWYD PA)
IA
Issued 04/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 05/11/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/31/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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