Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ellowitch is a financial advisor with over 14 years of experience in the industry. He currently works with Osaic Wealth, Inc. and Ironbridge Wealth Counsel, LLC. David is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 6, 7, 63, 66, and SIE licenses. David has a strong track record of helping clients reach their financial goals. He is committed to providing personalized advice and guidance to each of his clients. His experience and expertise make him a valuable resource for individuals and families seeking financial planning and investment advice.
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.
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2
PA
09/01/2023 - Present
Osaic Wealth, Inc. (ALLENTOWN PA)
PA
10/21/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (ALLENTOWN PA)
PA
10/01/2010 - 10/27/2022
LINCOLN FINANCIAL ADVISORS CORPORATION (Allentown PA)
NJ
02/23/2010 - 09/27/2010
PARK AVENUE SECURITIES LLC (FAIRFIELD NJ)
NY
12/10/1999 - 07/06/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
BOTH
Issued 03/21/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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