Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Peck is a financial advisor with over 5 years of experience in the financial services industry. David is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. as a Registered Representative and Investment Advisor Representative. David is also registered as an Investment Advisor Representative with CETERA ADVISOR NETWORKS LLC. David's areas of expertise include asset management, third-party money management, and financial education. David is dedicated to providing clients with personalized financial advice and guidance. David holds a Series 7, Series 63, and Series 65 licenses.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
PA
09/21/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PITTSBURGH PA)
PA
02/10/2020 - 07/30/2024
CETERA ADVISOR NETWORKS LLC (GROVE CITY PA)
IA
Issued 8/5/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/13/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/10/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/4/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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