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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Greenleaf is an Investment Advisor Representative at Commonwealth Financial Network, a firm with over 3300 investment advisor representatives. David has over 30 years of experience in the financial services industry. David is registered with the state of Maryland as an Investment Advisor Representative. David is also registered with the state of Maryland as a Registered Representative. David has a Series 7 and Series 63 license. David is a Chartered Financial Consultant. David's clients include high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals other than high-net-worth. David provides financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. David is also a swim coach for the Montgomery Swim Club.
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
MD
01/22/2002 - Present
Commonwealth Financial Network (Silver Spring MD)
NY
09/28/1995 - 03/11/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
08/30/1995 - 09/21/1995
NEW ENGLAND SECURITIES
MA
05/12/1995 - 08/25/1995
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
FL
11/09/1993 - 04/19/1995
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
BC
Issued 02/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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