Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ginsberg is a financial advisor with over 30 years of experience in the industry. David currently works with TLG Advisors, Inc., a firm with over 240 licensed agents and 264 investment advisor representatives. David has a wide range of experience working with high-net-worth individuals, corporations, and other businesses. David has a Series 6, Series 7, Series 26, Series 63 and Series 65 licenses. David also holds the SIE designation.
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.
Placement of institutional funds
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
MD
01/04/2016 - Present
TLG Advisors, Inc. (OWINGS MILLS MD)
CO
03/01/2013 - 12/31/2015
THE LEADERS GROUP, INC. (LITTLETON CO)
MD
08/20/2010 - 03/12/2013
M&T SECURITIES, INC. (BALTIMORE MD)
MD
01/15/2002 - 08/17/2010
WOODBURY FINANCIAL SERVICES, INC. (OWINGS MILLS MD)
MD
11/07/2001 - 08/06/2010
HARTFORD EQUITY SALES COMPANY INC. (HUNT VALLEY MD)
IN
10/03/1991 - 11/06/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/03/1991 - 11/06/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 03/04/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/1993
Series 7 - General Securities Representative Examination
BC
Issued 10/01/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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