Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Raymond McGeary is a financial advisor with over 8 years of experience in the financial services industry. Currently registered in Connecticut and Massachusetts, David is affiliated with Kestra Investment Services, LLC. He is licensed to offer securities and investment advisory services. Prior to joining Kestra Investment Services, LLC, David was associated with SagePoint Financial, Inc., MML Investors Services, LLC, Park Avenue Securities LLC, and MetLife Securities Inc. David has successfully passed the Series 6, Series 63, and SIE exams.
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
MA
05/12/2023 - Present
Kestra Investment Services, LLC (W. SPRINGFIELD MA)
MA
06/04/2019 - 11/02/2022
SAGEPOINT FINANCIAL, INC. (LONGMEADOW MA)
MA
05/23/2017 - 06/04/2019
MML INVESTORS SERVICES, LLC (HOLYOKE MA)
MA
04/13/2016 - 05/09/2017
PARK AVENUE SECURITIES LLC (LONGMEADOW MA)
MA
10/19/2015 - 03/25/2016
METLIFE SECURITIES INC. (EAST LONGMEADOW MA)
MA
07/02/2014 - 06/09/2015
METLIFE SECURITIES INC. (HOLYOKE MA)
BC
Issued 03/24/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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