Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Hess is a Managing Director at Wealth Management Associates, Inc. David has over 40 years of experience in the financial services industry, having worked with a number of firms including Securities America, Inc., Janney Montgomery Scott LLC and Smith Barney, Harris Upham & Co., Incorporated. David is registered with FINRA and has a Series 7, 24 and 63 license. David holds a broad range of designations and specializes in financial planning, portfolio management for individuals and pension consulting. David's firm, Wealth Management Associates, Inc. offers advisory services to a variety of clients including high net worth individuals, corporations or other businesses, individuals other than high net worth individuals, and charitable organizations.
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.
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.
Solicitor/referral fees
1
2
NJ
06/11/2024 - Present
Wealth Management Associates, Inc. (CHERRY HILL NJ)
NJ
06/02/2000 - 06/14/2024
SECURITIES AMERICA, INC. (CHERRY HILL NJ)
PA
12/16/1988 - 06/09/2000
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NA
04/24/1985 - 01/12/1989
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
03/22/1983 - 04/10/1985
BEVILL, BRESLER & SCHULMAN INCORPORATED
BC
Issued 05/19/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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