Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Allon is a financial advisor registered in the state of Pennsylvania. David has been in the financial services industry since 1996 and currently works for Osaic Wealth, Inc. Prior to Osaic Wealth, Inc., David was with Woodbury Financial Services, Inc., Citizens Securities, Inc., MetLife Securities Inc., and AXA Advisors, LLC. David has a strong commitment to providing financial advice to clients and has received numerous awards for his work. David is a valuable resource for individuals and families seeking financial guidance.
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
01/19/2024 - Present
Osaic Wealth, Inc. (WAYNE PA)
PA
10/30/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WAYNE PA)
PA
06/04/2015 - 09/12/2017
CITIZENS SECURITIES, INC. (WAYNE PA)
PA
02/04/2011 - 06/01/2015
METLIFE SECURITIES INC. (PHILADELPHIA PA)
PA
07/28/2003 - 02/10/2011
AXA ADVISORS, LLC (PHILADELPHIA PA)
NJ
01/22/2002 - 07/18/2003
THE CONCORD EQUITY GROUP, LLC (ISELIN NJ)
PA
09/19/2000 - 12/31/2001
VALLEY FORGE SECURITIES, INC . (ROSEMONT PA)
PA
07/27/1998 - 12/20/1999
BRYN MAWR INVESTMENT GROUP, INC. (ROSEMONT PA)
NA
09/30/1987 - 01/24/1989
RUTLAND SECURITIES L.P.
NA
08/22/1987 - 10/08/1987
COMMONWEALTH EQUITY SERVICES, INC.
NA
07/26/1984 - 12/23/1985
NEL EQUITY SERVICES CORPORATION
NA
06/14/1985 - 11/23/1985
COMMONWEALTH EQUITY SERVICES, INC.
IA
Issued 01/14/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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