Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Samuel Philibin is a registered representative with The Huntington Investment Co. David has been in the securities industry since November 2003. He is licensed in Ohio and Texas. David holds Series 6, 7, 63, and 66 licenses. David specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisers.
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.
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.
A percentage of the total value of assets under management is charged.
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2
OH
03/03/2020 - Present
THE Huntington Investment Co. (YOUNGSTOWN OH)
OH
04/08/2005 - 08/01/2007
NATIONAL PLANNING CORPORATION (LISBON OH)
IL
09/29/2003 - 03/02/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 01/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/26/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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