Unclaimed
David Vari is a financial advisor at PNC Investments. David has been in the industry since 2009. David is licensed in Delaware, Florida, Georgia, Illinois, Maryland, New Jersey, Pennsylvania, and South Carolina. David is a registered representative of PNC Investments. David has passed the General Securities Representative Examination (Series 7), the Securities Industry Essentials Examination (SIE), and the Uniform Combined State Law Examination (Series 66).
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.
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.
A percentage of the total value of assets under management is charged.
1
2
DE
02/21/2012 - Present
PNC Investments (BEAR DE)
DE
01/21/2009 - 02/13/2012
EDWARD JONES (WILMINGTON DE)
BOTH
Issued 01/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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