Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Perks is an investment advisor representative. He is currently registered with Empower Financial Services, Inc. David has been in the industry for over 11 years. David is licensed to sell securities in Pennsylvania and Rhode Island. David is a Series 6, 26, and 63 license holder. David was previously registered with Prudential Investment Management Services LLC. David worked at Prudential Investment Management Services LLC in Scranton, Pennsylvania from 2011 to 2022.
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.
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.
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2
CO
04/04/2022 - Present
Empower Financial Services, Inc. (GREENWOOD VILLAGE CO)
PA
09/29/2015 - 04/04/2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (SCRANTON PA)
PA
05/03/2011 - 08/19/2014
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (SCRANTON PA)
BC
Issued 05/09/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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