Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ermlick is an investment advisor representative with First Advisors National, LLC, a registered investment advisor. David has been in the financial services industry since 2004 and holds Series 6, 7, 24, 63, and 65 licenses. David has experience with various investment strategies, including retirement planning and portfolio management for individuals. David has worked previously at CENTER STREET SECURITIES, INC., AVALON INVESTMENT & SECURITIES GROUP, INC., MML INVESTORS SERVICES, LLC, and ING FINANCIAL PARTNERS, INC. David specializes in retirement planning, mutual funds and variable annuities. David is also a regional manager for Cornerstone Senior Services, where he recruits, hires, trains sales agents and sells insurance products.
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.
Personalized portfolio management to meet individual financial objectives.
Retirement planning consultations
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.
A percentage of the total value of assets under management is charged.
Solicitor/endorsement fees
1
2
VA
01/08/2018 - Present
First Advisors National, LLC (Centreville VA)
VA
09/02/2016 - 01/02/2018
CENTER STREET SECURITIES, INC. (Centreville VA)
AL
01/20/2012 - 12/31/2014
AVALON INVESTMENT & SECURITIES GROUP, INC. (MUSCLE SHOALS AL)
VA
08/11/2005 - 01/24/2012
MML INVESTORS SERVICES, LLC (CENTREVILLE VA)
CT
08/30/2004 - 09/08/2005
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
IA
Issued 10/24/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/27/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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