Unclaimed
David Gluckle is a financial advisor registered with Stirlingshire Investments and has been in the industry since 2014. David has a Series 6 and SIE license and is registered in Ohio and Florida. Stirlingshire Investments provides a variety of services including financial planning, portfolio management for individuals, educational seminars and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
02/22/2024 - Present
Stirlingshire Investments (Toledo OH)
OH
07/01/2020 - 02/28/2024
MONEY CONCEPTS CAPITAL CORP (Toledo OH)
OH
01/17/2014 - 07/01/2020
NATIONWIDE SECURITIES, LLC (TOLEDO OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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