Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wroth Feeley is a financial advisor with Red Oak Financial Group. David holds both Series 7 and Series 65 licenses and is a Certified Financial Planner. David's background includes experience in the financial services industry, having worked for Compton Financial Group and DJF, Inc. David specializes in financial planning, pension consulting, and portfolio management. David also provides investment advice for a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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MD
08/23/2021 - Present
RED OAK Financial Group (TOWSON MD)
IA
Issued 08/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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