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 Ward has been a registered representative in the financial services industry since September 1992. David is currently employed by PNC Investments and has been with the firm since August 2009. David is registered in several states, including Pennsylvania, Arizona, California, Delaware, Florida, Michigan, New Jersey, New York, North Carolina, South Carolina, Texas, Virginia, and Wisconsin. David specializes in portfolio management for 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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
08/17/2009 - Present
PNC Investments (NORTH WALES PA)
PA
08/26/1999 - 07/01/2009
TD WEALTH MANAGEMENT SERVICES INC. (BENSALEM PA)
NY
08/03/1998 - 08/23/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
04/30/1998 - 08/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
NY
04/01/1996 - 05/01/1998
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
IN
09/09/1994 - 04/01/1996
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/09/1994 - 04/01/1996
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
09/08/1992 - 09/15/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/08/1992 - 09/15/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 12/14/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/03/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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