Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Scureman is a financial advisor with LPL Financial LLC. David has been in the financial industry for over 10 years and has a strong track record of helping clients achieve their financial goals. David has a strong focus on providing customized financial planning services to individuals and families. Prior to joining LPL Financial, David worked at Wells Fargo Advisors Financial Network, LLC. David is a Certified Financial Planner and holds the Series 7, Series 66, and SIE licenses.
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.
Consulting and other non-discretionary advisory services
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.
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CA
07/24/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
NJ
05/04/2016 - 07/29/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MANASQUAN NJ)
NJ
03/11/2014 - 05/17/2016
LPL FINANCIAL LLC (MANASQUAN NJ)
BOTH
Issued 04/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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