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 Gold is a financial advisor with Commonwealth Financial Network. David has been in the financial services industry since 1990. He has a variety of licenses and registrations including Series 6, 62, 63, and 26 and is registered to provide investment advice in several states. David's specialties include financial planning, portfolio management for businesses and individuals, and investment advisory services. David also offers educational seminars and assists with the selection of other advisors. His past experience includes working with New England Securities.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
05/29/2020 - Present
Commonwealth Financial Network (JUPITER FL)
NY
10/03/1990 - 01/06/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 05/27/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1999
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/02/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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