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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kashtan is a financial advisor with Allspring Funds Management, LLC based in Manahawkin, NJ. David Kashtan has over 30 years of experience in the financial industry, specializing in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. David Kashtan is also registered with the state of New Jersey as an Investment Advisor Representative.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
06/11/2020 - Present
Allspring Funds Management, LLC (Manahawkin NJ)
NJ
10/16/2017 - 05/05/2020
WELLS FARGO CLEARING SERVICES, LLC (RED BANK NJ)
NJ
10/02/2015 - 09/06/2016
WELLS FARGO ADVISORS, LLC (RED BANK NJ)
OH
06/30/2014 - 08/21/2015
THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)
NJ
10/11/2007 - 07/29/2013
PNC INVESTMENTS (RIDGEWOOD NJ)
NJ
10/04/2006 - 09/07/2007
CHASE INVESTMENT SERVICES CORP. (HAWTHORNE NJ)
NJ
02/10/2006 - 10/04/2006
BNY INVESTMENT CENTER INC. (MADISON NJ)
MA
08/20/2005 - 08/29/2005
COLUMBIA FUNDS DISTRIBUTOR, INC. (BOSTON MA)
NC
01/12/2005 - 08/20/2005
BACAP DISTRIBUTORS, LLC (CHARLOTTE NC)
MA
10/20/2004 - 01/12/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
07/31/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
PA
11/07/2001 - 02/21/2002
DREYFUS INVESTMENT SERVICES COMPANY, LLC (PITTSBURGH PA)
NY
11/13/1986 - 02/05/2002
DREYFUS SERVICE CORPORATION (NEW YORK NY)
NA
10/01/1985 - 09/12/1986
TRI-STATE FINANCIAL PLANNING ASSOCIATES
NA
11/14/1983 - 06/28/1985
FIRST INVESTORS CORPORATION
IA
Issued 08/25/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 02/03/1993
Series 24 - General Securities Principal Examination
BC
Issued 07/15/1988
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/1992
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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