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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 Tinsley is a financial advisor with Commonwealth Financial Network. David has been in the financial industry since 1982. David is registered with FINRA and the state of Massachusetts as a Registered Representative and Investment Advisor Representative. David holds the Series 6, 7, 22, 63, and 65 licenses. David is also a Chartered Financial Consultant. David is a member of the Commonwealth Financial Network team and specializes in retirement planning, college savings, and estate planning.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MA
02/10/2016 - Present
Commonwealth Financial Network (Marlborough MA)
MA
01/02/2015 - 02/02/2016
METLIFE SECURITIES INC. (WORCESTER MA)
MA
07/06/1982 - 01/02/2015
NEW ENGLAND SECURITIES (WORCESTER MA)
IA
Issued 09/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 04/09/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/16/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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