Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Warner is a financial advisor with over 17 years of experience in the industry. David is currently registered with Warner Financial, Inc. and has been associated with them since April 2005. David is also a Chartered Financial Analyst. David's previous employment includes roles at Cambridge Investment Research, Inc. and Mutual Service Corporation. David is registered as an Investment Advisor Representative (IAR) in Maryland.
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.
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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MD
05/09/2005 - Present
Warner Financial, Inc. (BETHESDA MD)
MD
08/21/2009 - 10/11/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (BETHESDA MD)
MD
10/23/2001 - 08/24/2009
MUTUAL SERVICE CORPORATION (BETHESDA MD)
BC
Issued 10/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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