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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 Lawrence Wolven is an investment advisor representative at Global Retirement Partners LLC. David has been in the industry since 2007 and has experience with a variety of financial services firms. David specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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
04/30/2024 - Present
Global Retirement Partners LLC (Blue Bell PA)
CO
01/24/2022 - 08/31/2023
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
NJ
10/28/2011 - 09/10/2020
ADP BROKER-DEALER, INC. (ROSELAND NJ)
FL
12/06/2004 - 01/31/2005
VFINANCE INVESTMENTS, INC (BOCA RATON FL)
NY
08/20/1999 - 02/14/2002
SCHONFELD SECURITIES, LLC (JERICHO NY)
NJ
01/25/1999 - 08/20/1999
GIBRALTAR SECURITIES CO. (FLORHAM PARK NJ)
NY
09/11/1998 - 12/11/1998
FIRST REPUBLIC GROUP, LLC (NEW YORK NY)
GA
07/08/1996 - 08/14/1998
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 04/29/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/10/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 12/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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