Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Marcinowski is a financial advisor at Global Retirement Partners LLC. David has been in the industry since 2007. He provides a variety of financial services, including financial planning, portfolio management, and retirement planning. He holds the Series 7, Series 63, Series 52, and Series 66 licenses and is also a registered representative with FINRA. David is dedicated to helping individuals and families 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.
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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CA
02/16/2016 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
PA
01/04/2011 - 02/19/2016
GENEOS WEALTH MANAGEMENT, INC. (KING OF PRUSSIA PA)
NY
05/14/2001 - 04/28/2004
THEMUNICENTER.COM (NEW YORK NY)
NY
05/05/2000 - 07/19/2001
CHAPDELAINE & CO. (NEW YORK NY)
BOTH
Issued 02/07/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/04/2000
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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