Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Malone is a financial advisor with over 38 years of experience in the industry. David is currently registered with M Holdings Securities, Inc. and is a Chartered Financial Consultant. David has held previous positions at DJM Financial Advisory Services, Inc., Hornor, Townsend & Kent, Inc., and Russell Investments, Inc. David is also a member of several boards and organizations, including Gateway Financial Group, LLC, Highmark, Inc., Snee-Reinhardt Charitable Foundation, Aculon, Inc., Pittsburgh Penguins Foundation Board, Gateway Financial Partners, LLC, Gateway Reserve Insurance Network (GRIN), Laurel Valley Golf Club, AHN Cancer Institute Advisory Board, Partner4Work, Thrive18-Project Destiny, BEAM Collaborative, HEAR Foundation, and David Malone - Fixed Insurance. David offers a variety of services, including financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals.
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.
1
2
PA
09/03/2021 - Present
M Holdings Securities, Inc. (PITTSBURGH PA)
PA
02/05/1988 - 01/18/2001
DJM FINANCIAL ADVISORY SERVICES, INC. (PITTSBURGH PA)
PA
08/03/1993 - 06/24/1997
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NA
02/15/1984 - 12/31/1991
RUSSELL INVESTMENTS, INC.
BC
Issued 10/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/12/1988
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/24/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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