Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Balch is a financial advisor registered in Florida and New York. David is affiliated with Hazard & Siegel, Inc.. David has been in the financial services industry since 1994.
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.
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.
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2
NY
01/13/2021 - Present
Hazard & Siegel, Inc. (MANLIUS NY)
NY
01/22/2019 - 12/23/2020
MML INVESTORS SERVICES, LLC (Manlius NY)
NY
05/08/2018 - 01/04/2019
BANKERS LIFE SECURITIES, INC. (East Syracuse NY)
NY
02/21/2012 - 12/31/2017
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (Manlius NY)
NY
09/22/2006 - 01/10/2012
ALLSTATE FINANCIAL SERVICES, LLC (LIVERPOOL NY)
NY
05/03/1999 - 09/25/2006
PARK AVENUE SECURITIES LLC (EAST SYRACUSE NY)
NY
05/19/1998 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MA
08/04/1993 - 05/12/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
08/04/1993 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 09/14/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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