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 Way is an active Registered Representative and Investment Advisor Representative with over 15 years of experience in the financial services industry. David is currently registered with LPL Financial LLC. Prior to his current role, David was associated with TD WEALTH MANAGEMENT SERVICES INC. and WACHOVIA SECURITIES, LLC. David is licensed to provide securities advice and investment advisory services in Alaska, California, Colorado, District of Columbia, Florida, Georgia, Maine, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, and Virginia.
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.
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2
NJ
05/04/2010 - Present
LPL Financial LLC (FOLSOM NJ)
NJ
03/14/2007 - 03/31/2010
TD WEALTH MANAGEMENT SERVICES INC. (CHERRY HILL NJ)
NJ
11/09/2006 - 11/29/2006
WACHOVIA SECURITIES, LLC (MARLTON NJ)
BOTH
Issued 02/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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