Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Mark Drake is an investment advisor representative who has been in the industry since July 1986. David Mark Drake is currently registered with Kestra Advisory Services, LLC. David Mark Drake is also registered with the state of Pennsylvania as an investment advisor representative. Prior to joining Kestra Advisory Services, LLC, David Mark Drake worked at various firms, including Princor Financial Services Corporation, Nathan & Lewis Securities, Inc., Northwestern Mutual Investment Services, LLC, and Robert W. Baird & Co. Incorporated. David Mark Drake's experience spans a wide range of investment products and services. David Mark Drake is committed to providing clients with personalized investment advice and guidance.
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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2
NJ
04/21/2016 - Present
Kestra Advisory Services, LLC (BURLINGTON NJ)
PA
05/21/2001 - 02/13/2007
PRINCOR FINANCIAL SERVICES CORPORATION (NEWTOWN PA)
NY
07/07/1999 - 01/13/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
WI
07/28/1986 - 10/08/1999
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
09/11/1987 - 10/26/1994
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 10/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1987
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/25/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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