Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Metcalfe is a financial professional with over 15 years of experience in the industry. David is currently registered with National Financial Services LLC. David has held previous roles at PIMCO INVESTMENTS LLC and WMSI SECURITIES LLC.
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.
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.
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NJ
03/12/2019 - Present
National Financial Services LLC (JERSEY CITY NJ)
NY
01/13/2012 - 02/14/2018
PIMCO INVESTMENTS LLC (NEW YORK NY)
NJ
12/15/2006 - 01/09/2012
WMSI SECURITIES LLC (BEDMINSTER NJ)
BC
Issued 12/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 02/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/14/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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