Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Pearl is a financial advisor at McManus Cooper. David has been in the industry since 1992 and has experience in a variety of financial services, including investment advisory, brokerage, and insurance. David is a Certified Financial Planner and has a strong understanding of the needs of individuals, families, and businesses. David is committed to providing his clients with personalized financial advice and guidance to help them 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.
Solicitor/referral fees
1
2
CA
06/13/2012 - Present
McManus Cooper (LONG BEACH CA)
CA
02/10/2012 - 03/27/2020
SECURITIES AMERICA, INC. (LONG BEACH CA)
CA
08/13/2008 - 02/16/2012
FINANCIAL NETWORK INVESTMENT CORPORATION (LONG BEACH CA)
CA
12/20/2001 - 08/13/2008
PENSION PLANNERS SECURITIES, INC. (LONG BEACH CA)
MN
08/19/1992 - 01/07/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IA
Issued 11/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/09/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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