Unclaimed
David William Case is a financial professional with over 38 years of experience in the financial services industry. David Case is currently registered with Horace Mann Investors, Inc. in Old Town, ME. David Case is licensed to offer securities products in the state of Maine. David Case holds the Series 6 and SIE licenses.
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.
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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.
Percentage of assets under third party investment management
1
2
ME
11/26/1984 - Present
Horace Mann Investors, Inc. (Old Town ME)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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