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David Joseph Pulver

Manning & Napier Investor Services, Inc.

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About David Joseph Pulver

David Pulver is a financial advisor with over 23 years of experience in the financial services industry. David has held various positions at firms such as J.P. Morgan Institutional Investments Inc., J.P. Morgan Securities Inc., MetLife Securities Inc., and Metropolitan Life Insurance Company. David is currently registered with Manning & Napier Investor Services, Inc. and holds Series 6, 63, and 6TO licenses. David has a strong understanding of the financial markets and is dedicated to providing his clients with personalized investment advice.

Firm Information

David Pulver is currently registered with Manning & Napier Investor Services, Inc.. Manning & Napier Investor Services, Inc. is a Corporation formed on March 21, 1990. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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David Pulver’s Registration & Firm History

NY

07/08/2003 - Present

Manning & Napier Investor Services, Inc. (FAIRPORT NY)

NY

06/15/2001 - 05/30/2003

J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)

NY

04/03/2001 - 06/15/2001

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

MA

04/02/1996 - 10/28/1997

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

04/02/1996 - 10/28/1997

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

BC

Issued 04/05/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Joseph Pulver.
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