Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Stephen Jancisin is a financial advisor with over 45 years of experience in the financial industry. He is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and holds a Series 7, Series 63, and Series 66 licenses. David is a registered representative in multiple states including New Jersey, Pennsylvania and Texas. He specializes in providing financial advice to individuals, corporations and pension and profit-sharing plans. David is committed to providing his clients with personalized financial planning and investment management services 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
08/23/1983 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PITTSBURGH PA)
NA
10/26/1977 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
NA
09/01/1977 - 10/10/1977
FINANCIAL ESTATE PLANNING
BOTH
Issued 06/28/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1977
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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