Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Jacowitz is a financial advisor with over 20 years of experience in the industry. David currently works with Equity Services, Inc., which has offices in Media, Pennsylvania and Montpelier, Vermont. David has been registered with Equity Services, Inc. since 2017. David specializes in providing financial planning and investment management services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. David has a wide range of experience in the financial services industry, having previously worked with several other firms, including MML Investors Services, LLC, Hornor, Townsend & Kent, Inc., NYLife Securities LLC, MetLife Securities Inc., Metropolitan Life Insurance Company, and Morgan Stanley DW Inc. David is a Chartered Financial Consultant and holds several professional licenses, including Series 7, Series 24, Series 31, and the Series 66. David is committed to providing his clients with the highest level of service and personalized 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
07/03/2017 - Present
Equity Services, Inc. (MEDIA PA)
NY
01/13/2015 - 04/25/2017
MML INVESTORS SERVICES, LLC (ROCHESTER NY)
NY
10/24/2013 - 01/15/2015
HORNOR, TOWNSEND & KENT, INC. (ROCHESTER NY)
NY
11/17/2009 - 10/10/2013
NYLIFE SECURITIES LLC (FAIRPORT NY)
NY
12/17/2001 - 10/26/2009
METLIFE SECURITIES INC. (ROCHESTER NY)
DE
12/17/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEWARK DE)
NY
03/19/2001 - 11/19/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 04/10/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 03/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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