Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Adel is an active Registered Representative and Investment Advisor Representative. David is registered in Florida. David has been in the industry since 1990. David's current firm is Planmember Securities Corp., and David has been with the firm since 2008. David's previous experience includes employment with NEXT FINANCIAL GROUP, INC., VALIC FINANCIAL ADVISORS, INC., THE VARIABLE ANNUITY MARKETING COMPANY, AMERICAN GENERAL SECURITIES INCORPORATED, CONSECO SECURITIES, INC., CORPORATE SECURITIES GROUP, INC., BILTMORE SECURITIES, INC, F.N. WOLF & CO., INC., THE STUART-JAMES COMPANY, INCORPORATED, and BLINDER, ROBINSON & CO., INC. David is a Series 63, Series 66, and Series 7 registered professional and holds the Series 24 principal exam. David's expertise includes 1, 2, 3, 4, 5, and 6. In addition to working with Planmember Securities Corp., David is also an Independent Insurance Agent. David is also a member of several professional organizations.
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.
Provides investment supervisory 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.
1
2
FL
09/03/2008 - Present
Planmember Securities Corp. (LAKE CITY FL)
FL
01/04/2006 - 08/29/2008
NEXT FINANCIAL GROUP, INC. (LAKE CITY FL)
TX
04/23/2001 - 01/13/2006
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
04/23/2001 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
AZ
09/05/2000 - 05/04/2001
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
IN
07/13/1999 - 08/03/2000
CONSECO SECURITIES, INC. (CARMEL IN)
MO
01/22/1992 - 10/31/1997
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
FL
05/20/1991 - 12/31/1991
BILTMORE SECURITIES, INC (FT. LAUDERDALE FL)
NA
01/14/1991 - 04/29/1991
F.N. WOLF & CO., INC.
CO
08/15/1990 - 11/24/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
NA
08/25/1988 - 10/18/1990
BLINDER, ROBINSON & CO., INC.
BOTH
Issued 10/10/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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