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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 Moretsky is a financial advisor at Winthrop Wealth. David has over 22 years of experience in the financial services industry. David is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT. David holds Series 6, 7, 24, 63, and 65 licenses, as well as the SIE. David is registered in 14 states. David has been with Winthrop Wealth since 2022. Before that, he was with LPL Financial for 17 years. David specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses.
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
WA
11/15/2022 - Present
Winthrop Wealth (Bellevue WA)
WA
06/13/2005 - 05/03/2022
LPL FINANCIAL LLC (KIRKLAND WA)
PA
09/12/2000 - 06/17/2005
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
IA
Issued 08/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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