Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid M Garres is a financial advisor at LPL Financial LLC. David has been a registered representative for over 20 years. David is also an Investment Advisor Representative. David is currently registered in 15 states for broker-dealer activity. David is also registered in Pennsylvania as an Investment Advisor. David has worked with a number of firms during his career including The Huntington Investment Company, PNC Investments, CUSO Financial Services, LP, and CUNA Brokerage Services, Inc.
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.
Consulting and other non-discretionary advisory services
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.
1
2
PA
05/18/2022 - Present
LPL Financial LLC (Erie PA)
PA
10/20/2020 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Erie PA)
PA
05/29/2019 - 10/02/2020
CUSO FINANCIAL SERVICES, L.P. (ERIE PA)
PA
09/14/2018 - 05/24/2019
PNC INVESTMENTS (CORRY PA)
PA
03/09/2018 - 08/31/2018
PRUCO SECURITIES, LLC. (PITTSBURGH PA)
PA
12/11/2013 - 10/04/2017
CETERA INVESTMENT SERVICES LLC (ERIE PA)
PA
01/11/2013 - 12/10/2013
OBS BROKERAGE SERVICES, INC. (ERIE PA)
PA
09/03/2010 - 08/20/2012
THE HUNTINGTON INVESTMENT COMPANY (ERIE PA)
PA
11/13/2009 - 08/02/2010
PNC INVESTMENTS (FAIRVIEW PA)
PA
10/19/2009 - 11/13/2009
NATCITY INVESTMENTS, INC. (FAIRVIEW PA)
PA
06/06/2008 - 10/20/2009
PNC INVESTMENTS (ERIE PA)
PA
08/01/2007 - 06/02/2008
THE HUNTINGTON INVESTMENT COMPANY (ERIE PA)
PA
08/29/2005 - 08/01/2007
NATIONAL PLANNING CORPORATION (MONROEVILLE PA)
NY
08/26/2004 - 09/07/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
MN
08/01/2003 - 10/04/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/01/2003 - 10/04/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/05/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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