Unclaimed
David Lieberman is a financial advisor with Allstate Financial Services, LLC. He has been in the industry since 2009 and holds a Series 6 license, a Series 63 license, and the SIE exam. David is registered in California, Delaware, Florida, Georgia, New Jersey, New York, and Pennsylvania. David was previously employed with PRUCO Securities, LLC.
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.
1
2
NJ
08/19/2011 - Present
Allstate Financial Services, LLC (Somers Point NJ)
NJ
10/19/2009 - 08/10/2011
PRUCO SECURITIES, LLC. (MARLTON NJ)
BC
Issued 09/08/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Lieberman is the right advisor for you? Invested Better is here to help.