Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wells Champe is a financial advisor in Greensburg, Pennsylvania. David has been in the financial industry for 41 years. David is registered with Spc and is also a licensed insurance agent. David has experience in providing financial planning, portfolio management, and consulting services to individuals, businesses, and retirement plans. David has a strong background in insurance, having worked for Evergreen Insurance for over 30 years.
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.
Consultation 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.
Seminar attendance fees
1
2
PA
11/13/2018 - Present
SPC (Greensburg PA)
PA
06/21/2018 - 11/08/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Greensburg PA)
PA
11/06/2006 - 09/24/2018
INVESTMENT PROFESSIONALS, INC. (GREENSBURG PA)
PA
08/07/2002 - 11/07/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (EBENSBERG PA)
PA
07/08/1993 - 08/01/2002
HACKETT ASSOCIATES, INC. (WYOMISSING PA)
TX
06/02/1989 - 07/07/1993
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
CA
05/25/1982 - 05/08/1989
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BC
Issued 10/20/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 12/21/1983
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/24/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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