Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wagner is a financial advisor with Commonwealth Financial Network. David has been in the financial services industry since November 2016. He is registered with the state of Pennsylvania as both a Registered Representative (Series 63) and an Investment Advisor Representative (Series 65). David also holds the Series 6 and the SIE licenses. David specializes in providing financial advice to individuals and families. His services include financial planning, portfolio management, retirement planning, and estate planning. David is committed to providing his clients with personalized service and helping them achieve 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
03/13/2023 - Present
Commonwealth Financial Network (Warrington PA)
PA
11/21/2016 - 02/05/2021
AVANTAX INVESTMENT SERVICES, INC. (Yardley PA)
IA
Issued 03/06/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Wagner is the right advisor for you? Invested Better is here to help.
