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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Marc Shachory is an investment advisor representative with Edelman Financial Engines. David Marc Shachory has been working in the financial services industry for over 10 years. David Marc Shachory is registered with the state of Arizona. David Marc Shachory has passed the Series 7, Series 63, and Series 65 exams. David Marc Shachory has experience working at various financial institutions. David Marc Shachory's previous experience includes working at Charles Schwab & Co., Inc., Money Source Inc., and 1st Rate Home Mortgage 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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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AZ
08/23/2023 - Present
Edelman Financial Engines (PHOENIX AZ)
AZ
10/14/2013 - 04/04/2014
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
IA
Issued 08/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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