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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Westbrook Page is a financial advisor with over 25 years of experience in the industry. David Westbrook Page is currently registered with Janney Montgomery Scott LLC in Bryn Mawr, Pennsylvania. Previously, David Westbrook Page has worked with firms like Citigroup Global Markets Inc., Legg Mason Wood Walker, Incorporated, and First Clearing Corporation. David Westbrook Page holds several licenses, including Series 7, 63, 53, and 65, and has experience in portfolio management, financial planning, pension consulting, and educational seminars. David Westbrook Page has been a member of the advisory committee at Philadelphia Hide and is an owner of Trimbles Ford.
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.
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.
Fee plus commission
1
2
PA
12/10/2019 - Present
Janney Montgomery Scott LLC (BRYN MAWR PA)
PA
02/21/2006 - 05/28/2009
CITIGROUP GLOBAL MARKETS INC. (BRYN MAWR PA)
MD
01/05/1996 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MO
12/08/1993 - 07/18/1995
FIRST CLEARING CORPORATION (ST. LOUIS MO)
IA
Issued 03/28/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/1994
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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