Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Dahan is a financial advisor currently registered with Private Advisor Group, LLC. David has been in the industry since December 6, 1992, and has held previous roles at Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Lehman Brothers Inc. David has licenses in 31 states and is currently registered in Pennsylvania and Texas as an Investment Advisor Representative (IAR). David offers financial planning, portfolio management, and pension consulting services.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
PA
09/07/2012 - Present
Private Advisor Group, LLC (STROUDSBURG PA)
PA
06/01/2009 - 09/11/2012
MORGAN STANLEY SMITH BARNEY (STROUDSBURG PA)
PA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ALLENTOWN PA)
NY
12/07/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 12/28/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 12/01/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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