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 Overcash is a financial advisor with over 20 years of experience in the industry. David is currently registered with Chelsea Financial Services and holds Series 7, Series 63 and SIE licenses. David also holds a Series 65 license, which allows him to provide investment advice.
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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NY
03/17/2021 - Present
Chelsea Financial Services (STATEN ISLAND NY)
NY
02/22/2000 - 11/30/2020
BODELL OVERCASH ANDERSON & CO., INC. (JAMESTOWN NY)
IA
Issued 08/28/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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