Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bushnell is a financial advisor registered with Global Retirement Partners LLC, which is an investment advisor firm registered with the Securities and Exchange Commission (SEC) in the United States. David has been in the industry since 2008 and has worked with several other firms including MML Investors Services, LLC and MetLife Securities Inc. David has earned the Certified Financial Planner designation and holds multiple Series licenses. David currently serves as an investment advisor representative for both the State of New York and Pennsylvania. The firm is separate from and independent of LPL Financial. David has a variety of experience working with individuals, corporations, pension and profit sharing plans, and charitable organizations. David's firm offers a wide range of services including financial planning, pension consulting, and portfolio management for both individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
03/13/2017 - Present
Global Retirement Partners LLC (Williamsville NY)
NY
08/19/2010 - 03/17/2017
MML INVESTORS SERVICES, LLC (WILLIAMSVILLE NY)
NY
08/12/2008 - 08/18/2010
METLIFE SECURITIES INC. (WILLIAMSVILLE NY)
BC
Issued 08/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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