Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Mysliwiec is a financial professional with over 25 years of experience in the industry. David is registered with Equity Services, Inc. as a Registered Investment Advisor, but also maintains a Series 7, Series 63 and Series 65 licenses. His career history includes work for CSSC Brokerage Services, Inc., Mutual Service Corporation, and FSC Securities Corporation, among others. David has a proven track record of providing a wide range of financial services, including investment advisory, financial planning and portfolio management to individuals 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.
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.
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2
VT
06/22/2021 - Present
Equity Services, Inc. (COLCHESTER VT)
NY
03/21/2007 - 08/13/2018
CSSC BROKERAGE SERVICES, INC. (ALBANY NY)
NY
08/31/2001 - 03/21/2007
MUTUAL SERVICE CORPORATION (ALBANY NY)
GA
09/22/1999 - 08/31/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
12/13/1994 - 09/08/1999
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
NY
07/19/1994 - 09/15/1994
MERCER ALLIED CORPORATION (ALBANY NY)
IA
Issued 12/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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