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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 Michael Swiderski is a financial advisor with over 20 years of experience in the financial services industry. David is a Certified Financial Planner™ and holds Series 6, 7, and 63 securities licenses as well as the Series 65 Investment Advisor license. David currently works with Sequent Planning, LLC, a firm that manages over $373 Million in assets. David provides a variety of financial services including financial planning, portfolio management, and educational seminars. David is also a licensed insurance agent and real estate owner. David specializes in providing financial advice to individuals and families, helping them plan for their future and achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
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NE
04/04/2023 - Present
Sequent Planning, LLC (OMAHA NE)
NJ
05/06/2021 - 02/23/2023
SECURITIES AMERICA, INC. (MARLTON NJ)
PA
07/10/2017 - 10/28/2020
EQUITABLE ADVISORS, LLC (CONSHOHOCKEN PA)
MA
03/25/2017 - 07/12/2017
MML INVESTORS SERVICES, LLC (SPRINGFIELD MA)
NJ
12/06/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MARLTON NJ)
PA
12/06/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WAYNE PA)
NJ
12/12/2002 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
TX
05/10/2000 - 12/10/2002
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
05/10/2000 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 05/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/09/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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