Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kreigh Cushwa is a financial advisor with over 25 years of experience in the industry. David is currently registered with LPL Financial LLC in Hagerstown, MD. David previously worked with SPIRE SECURITIES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, MORGAN STANLEY DW INC., FIRST UNION SECURITIES, INC., and FIRST UNION CAPITAL MARKETS CORP.. David holds a Series 63, Series 65, Series 7, and SIE licenses and has a strong track record of success.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
09/30/2019 - Present
LPL Financial LLC (HAGERSTOWN MD)
MD
07/11/2011 - 03/14/2014
SPIRE SECURITIES, LLC (HAGERSTOWN MD)
PA
03/05/2003 - 09/09/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHAMBERSBURG PA)
NY
03/31/2000 - 03/03/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
10/01/1999 - 05/26/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
12/19/1995 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 01/16/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Cushwa is the right advisor for you? Invested Better is here to help.
