Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lieblich is a financial advisor with Commonwealth Financial Network. David has over 10 years of experience in the financial services industry. David is registered with the Securities and Exchange Commission (SEC) and holds the Series 6, 7, 63, and 65 licenses. David also holds the SIE license. David has a proven track record of success in providing financial advice to individuals, families, and businesses. David specializes in financial planning, portfolio management, and retirement planning. David is committed to providing his clients with personalized financial advice that meets their unique needs.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MA
01/04/2021 - Present
Commonwealth Financial Network (WALTHAM MA)
NY
06/26/2013 - 01/07/2021
AVANTAX INVESTMENT SERVICES, INC. (BROOKLYN NY)
IA
Issued 08/07/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/26/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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