Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lawrence MacK is an investment advisor representative with Valmark Advisers, Inc. based in Pittsford, New York. David has been in the financial industry since December 2009. Previously, David worked at J.P. MORGAN SECURITIES LLC in Canandaigua, NY and HORNOR, TOWNSEND & KENT, LLC in Horsham, PA. David holds the Series 6, Series 63, Series 65, and SIE licenses. David specializes in providing investment advice to individuals, high-net-worth individuals, businesses, insurance companies, investment companies, pension and profit-sharing plans, 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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting
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
NY
06/19/2023 - Present
Valmark Advisers, Inc. (Pittsford NY)
NY
07/29/2019 - 08/04/2020
HORNOR, TOWNSEND & KENT, LLC (ROCHESTER NY)
NY
10/01/2012 - 07/24/2019
J.P. MORGAN SECURITIES LLC (CANANDAIGUA NY)
NY
11/24/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CANANDAIGUA NY)
IA
Issued 06/14/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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