Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Cowden is a Registered Representative and Investment Advisor Representative, with over 30 years in the industry. David is currently registered with Cambridge Investment Research Advisors, Inc. in Steubenville, Ohio, and is registered in 11 states. He has previously been employed with MSI Financial Services, Inc., Metropolitan Life Insurance Company, Citistreet Equities LLC, Pruco Securities Corporation, and The Prudential Insurance Company of America. David has passed exams covering Series 6, Series 63, Series 65 and the SIE. He provides financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and 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.
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.
Solicitation fees from 3rd party money managers
1
2
OH
07/06/2017 - Present
Cambridge Investment Research Advisors, Inc. (Steubenville OH)
WV
11/30/2005 - 09/09/2016
MSI FINANCIAL SERVICES, INC. (MORGANTOWN WV)
OH
11/30/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (STEUBENVILLE OH)
NJ
07/31/1992 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
NJ
05/20/1991 - 08/14/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/20/1991 - 08/14/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 07/13/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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