Unclaimed
David Rishel is a financial advisor with over 25 years of experience in the financial services industry. He is currently affiliated with Bill Few Associates, Inc., a Registered Investment Advisor (RIA) firm based in Pittsburgh, PA. David specializes in providing financial planning and investment management services to individuals, families, and businesses. He is also a Certified Financial Planner. David has a strong track record of providing comprehensive financial planning and investment management services to his clients. He is dedicated to helping his clients achieve their financial goals.
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.
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
03/04/2013 - Present
Bill FEW Associates, Inc. (PITTSBURGH PA)
PA
07/13/2012 - 12/13/2021
BILL FEW SECURITIES, INC. (PITTSBURGH PA)
VA
01/04/2008 - 07/10/2012
PWA SECURITIES, INC. (RESTON VA)
PA
07/29/1997 - 02/27/2008
BILL FEW SECURITIES, INC. (PITTSBURGH PA)
BOTH
Issued 02/18/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 10/01/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/20/2007
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/12/2004
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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