Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid William Powers is a financial advisor at LPL Financial LLC and has been in the industry since July 15, 2012. David holds a Series 66 license and has passed the Series 7 and SIE exams. David has been registered with LPL Financial LLC since March 9, 2020. Prior to joining LPL, David worked for McDonald Partners LLC and Morgan Stanley. David is registered to provide investment advice in Colorado, Maryland, New Jersey, New York, Ohio, and Pennsylvania.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
03/09/2020 - Present
LPL Financial LLC (BEACHWOOD OH)
OH
12/19/2018 - 01/10/2019
MCDONALD PARTNERS LLC (CLEVELAND OH)
OH
07/09/2013 - 12/04/2018
MORGAN STANLEY (PEPPER PIKE OH)
NA
04/17/1989 - 06/20/1991
BNY SECURITIES, INC.
BOTH
Issued 08/13/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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