Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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