Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Mebs is a financial advisor registered with Equitable Advisors, LLC and has been in the industry since August 3, 2013. David is a registered representative in Florida, Georgia, Maryland, New Jersey, New York, North Carolina, Pennsylvania, and Texas. David also holds a Series 6, 7, 63, and 65 license, as well as the SIE. David offers financial planning services to a variety of clients including high-net-worth individuals, corporations, and charitable organizations. David has worked with both MetLife Securities Inc and AXA Advisors, LLC in the past. David is also a licensed Independent Insurance Agent for Firstrust Financial Resources (DBA).
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
08/10/2022 - Present
Equitable Advisors, LLC (CONSHOHOCKEN PA)
PA
07/06/2016 - 07/25/2016
MSI FINANCIAL SERVICES, INC. (PHILADELPHIA PA)
PA
07/31/2013 - 07/01/2016
METLIFE SECURITIES, INC (PHILADELPHIA PA)
IA
Issued 01/09/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2014
Series 7 - General Securities Representative Examination
BC
Issued 07/31/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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