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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 Hinderstein is an Investment Advisor Representative at OneDigital Investment Advisors and has been in the industry since December 14, 1986. David has a combined total of 31 years of experience with current registrations as an Investment Advisor Representative in New York and Pennsylvania. David has passed Series 6, 63, 65, 26 and SIE exams and worked for several firms such as Triad Advisors LLC, LPL FINANCIAL LLC, NRP FINANCIAL, INC. and GBS RETIREMENT SERVICES, INC. David holds a position as president at Strategic Retirement Group and SVP at OneDigital.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
KS
09/19/2018 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
NY
11/02/2018 - 08/23/2024
TRIAD ADVISORS LLC (Armonk NY)
NY
11/30/2010 - 11/07/2018
LPL FINANCIAL LLC (WHITE PLAINS NY)
NY
09/22/2006 - 11/30/2010
NRP FINANCIAL, INC. (WHITE PLAINS NY)
NY
11/28/1994 - 09/18/2006
GBS RETIREMENT SERVICES, INC. (WHITE PLAINS NY)
NJ
11/18/1986 - 11/03/1994
COPELAND EQUITIES, INC. (SOMERSET NJ)
IA
Issued 12/29/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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