Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Turk is a financial advisor at Equitable Advisors, LLC. David has been a registered representative since 1995 and has been in the industry since 1996. David has extensive experience in financial planning, portfolio management, and pension consulting. He holds Series 7, 24, 63, and 65 licenses and is registered in 12 states. In addition to his work at Equitable Advisors, David also owns Turk Financial LLC, an outside insurance business.
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.
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
NJ
06/18/2019 - Present
Equitable Advisors, LLC (MORRISTOWN NJ)
NY
10/02/1996 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
12/14/1995 - 09/05/1996
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
IA
Issued 10/16/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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