Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Close is a financial advisor with Gladstone Wealth Partners, a firm that offers a variety of financial services, including portfolio management, financial planning, retirement planning and consulting services. David has over 30 years of experience in the financial industry and holds both Series 6 and Series 7 licenses. David’s clients include individuals, families, businesses and charitable organizations.
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.
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.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral 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.
A percentage of the total value of assets under management is charged.
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2
PA
12/07/2015 - Present
Gladstone Wealth Partners (Warren PA)
PA
10/29/2010 - 01/09/2015
WOODBURY FINANCIAL SERVICES, INC. (ST MARYS PA)
PA
11/13/2009 - 10/29/2010
PNC INVESTMENTS (WARREN PA)
PA
12/04/1996 - 11/13/2009
NATCITY INVESTMENTS, INC. (NORTH WARREN PA)
OH
01/04/1999 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
NY
08/03/1998 - 01/04/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
01/08/1997 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
PA
09/30/1996 - 12/10/1996
PNC BROKERAGE CORP (PITTSBURGH PA)
NE
07/05/1994 - 10/04/1996
LAUGHLIN GROUP ADVISORS, INC. (LINCOLN NE)
NY
03/07/1988 - 08/03/1994
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 07/17/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/1996
Series 7 - General Securities Representative Examination
BC
Issued 05/02/1988
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/22/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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