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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Coult is a financial advisor with Commonwealth Financial Network, located in Macungie, Pennsylvania. David has been in the industry since 1997 and has a wide range of experience in financial planning, portfolio management, and insurance. He holds the Series 6, 7, and 66 licenses as well as the SIE exam. David has worked with several firms in the past including Hornor, Townsend & Kent, Inc., NYLIFE Securities Inc., EQ Financial Consultants, Inc., and The Equitable Life Assurance Society of the United States. He is also a Certified Financial Planner and a Chartered Financial Consultant. David is dedicated to providing his clients with personalized financial advice and guidance to help 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
10/04/2011 - Present
Commonwealth Financial Network (MACUNGIE PA)
PA
05/21/2001 - 10/14/2011
HORNOR, TOWNSEND & KENT, INC. (MACUNGIE PA)
NY
03/31/1998 - 05/29/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
NY
03/20/1997 - 02/17/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
03/20/1997 - 02/17/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 05/31/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/19/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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