Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Minarcik is an investment advisor representative with Commonwealth Financial Network, a firm with over 3,300 investment advisor representatives, 2,950 registered representatives, and 2,500 licensed agents, based in Waltham, MA. David has been in the financial industry since July 2009 and has experience in fixed insurance sales. He is licensed to provide investment advice in 18 states and has a Series 7, Series 66, and SIE licenses. He works with individual clients, high-net-worth individuals, charitable organizations, corporations, and pension plans. He specializes in providing financial planning, portfolio management, and educational seminars. David is committed to helping clients reach their financial goals.
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.
1
2
PA
10/27/2017 - Present
Commonwealth Financial Network (Berwyn PA)
PA
07/21/2009 - 10/27/2017
SECURIAN FINANCIAL SERVICES, INC. (WEST CHESTER PA)
BOTH
Issued 10/28/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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