Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wayne Bickler is a financial advisor who has been in the industry since June 6, 1988. David Bickler is currently registered with LPL Enterprise, LLC and is active in North Carolina and Texas. David Bickler has been registered with several firms throughout his career including MSI Financial Services, Inc., Metropolitan Life Insurance Company, Fort Washington Brokerage Services, Inc., Capital Analysts, Incorporated, Financial Advantage Brokerage Services, Inc, WMA Securities, Inc., and Pruco Securities Corporation. David Bickler has also earned several professional designations including Chartered Financial Consultant.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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.
A percentage of the total value of assets under management is charged.
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NC
11/14/2024 - Present
LPL Enterprise, LLC (HIGH POINT NC)
NC
03/25/2017 - 03/01/2021
MML INVESTORS SERVICES, LLC (High Point NC)
NC
08/12/2002 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (High Point NC)
NC
08/12/2002 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (GREENSBORO NC)
OH
09/01/2000 - 08/08/2002
FORT WASHINGTON BROKERAGE SERVICES, INC. (CINCINNATI OH)
OH
03/24/1998 - 09/01/2000
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
CO
06/11/1996 - 05/01/1997
FINANCIAL ADVANTAGE BROKERAGE SERVICES, INC (GREENWOOD VILLAGE CO)
GA
01/22/1996 - 06/04/1996
WMA SECURITIES, INC. (DULUTH GA)
NJ
07/07/1987 - 01/23/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 03/18/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/1991
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/20/1996
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 07/22/1996
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 07/02/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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