Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Resch is a financial advisor based in Pittsford, New York, with over 40 years of experience in the industry. David is registered with Cadaret, Grant & Co., Inc. and Post Resch Tallon Group. David's areas of expertise include financial planning, pension consulting, and portfolio management for individuals and businesses. David has a strong track record of success and is committed to providing his clients with personalized financial advice and guidance.
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.
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2
NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (PITTSFORD NY)
OH
09/04/1998 - 11/30/2004
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
04/15/1997 - 09/04/1998
ESSEX CAPITAL MARKETS, INC. (ROCHESTER NY)
NY
09/16/1977 - 04/14/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
04/21/1977 - 09/16/1977
BACHE HALSEY STUART INC.
IA
Issued 05/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/1997
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/1983
Series 15 - Foreign Currency Options Examination
BC
Issued 09/09/1977
PC - AMEX Put and Call Exam
BC
Issued 04/16/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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