Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Turbiner is a financial advisor with CW Advisors, LLC. David has been a financial advisor for over 16 years and has experience working with individuals, businesses, trusts, and institutions. David is also a licensed attorney in Pennsylvania and Washington D.C., but does not provide legal advice in his role with CW Advisors, LLC. David holds the following licenses: Series 7, Series 66, and Series 24. David also holds the Securities Industry Essentials Examination (SIE). David has experience in a variety of areas, including financial planning, portfolio management, and pension consulting.
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
PA
09/22/2023 - Present
CW Advisors, LLC (WYNNEWOOD PA)
PA
03/28/2016 - 05/02/2024
MAINLINE SECURITIES LLC (Wynnewood PA)
PA
03/29/2012 - 12/31/2013
CMS INVESTMENT RESOURCES, LLC (WYNNEWOOD PA)
PA
10/16/2007 - 12/23/2011
NFP SECURITIES, INC. (PITTSBURGH PA)
BOTH
Issued 06/15/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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