Years of Experience
5-20+ Years
Newark, DE
25 Years Experience
0 Disclosures
ADVISOR BIO
David Hughes is a financial professional with over 20 years of experience in the industry. David is currently registered with J.p. Morgan Securities LLC as an Investment Advisor Representative, Series 7, Series 10, Series 24, and Series 63 licensed professional. David previously held positions at J.P. Morgan Securities Inc. and J.P. Morgan Securities Inc. David has a strong track record of success in providing financial advice to individuals, families, and businesses. David is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
SPECIALIZATIONS
No specializations listed.
Newark, DE
10 Years Experience
0 Disclosures
ADVISOR BIO
David Sherwood is a registered representative with J.P. Morgan Securities LLC. David has been in the securities industry since June 18, 2015. David holds the Series 63, SIE and Series 7 licenses. David is currently registered with J.P. Morgan Securities LLC. David was previously registered with J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. and J.P. Morgan Securities LLC. David specializes in 1, 2, 4, 5, and 6.
SPECIALIZATIONS
NEWARK, DE
38 Years Experience
0 Disclosures
ADVISOR BIO
David Lucy is a financial advisor with over 30 years of experience in the industry. David is currently registered with Wells Fargo Clearing Services, LLC. David specializes in portfolio management for individuals and businesses, financial planning, and pension consulting. David has been with Wells Fargo Clearing Services, LLC since November 2016 and previously worked for Wells Fargo Advisors LLC. David also worked at First Union Brokerage Services, Inc. in the past.
SPECIALIZATIONS
Rehoboth Beach, DE
31 Years Experience
0 Disclosures
ADVISOR BIO
David Humes is an investment advisor representative with over 25 years of experience in the financial services industry. David is currently registered with Morgan Stanley, a large firm headquartered in Purchase, New York. David has a variety of registrations including Series 7, Series 31, Series 63, and Series 65 licenses. Prior to joining Morgan Stanley, David was an investment advisor representative at MORGAN STANLEY & CO. INCORPORATED and MORGAN STANLEY DW INC. David is a highly experienced investment advisor with a wide range of expertise. He can provide investment advice and financial planning services to individuals, businesses, and institutions.
SPECIALIZATIONS
WILMINGTON, DE
3 Years Experience
0 Disclosures
ADVISOR BIO
David Balint is a financial advisor with Great Valley Advisor Group, Inc. David is a registered representative and investment advisor representative in the states of California, Delaware, Florida, Maryland, New Jersey, and Pennsylvania. David has a Series 63, Series 65, and Series 7TO license, and has been in the industry since 2022. Prior to joining Great Valley Advisor Group, Inc., David worked at Hornor, Townsend & Kent, LLC and NYLIFE SECURITIES LLC. David provides financial planning, portfolio management for businesses and individuals, and educational seminars to his clients. He also offers other consulting services. David is committed to helping his clients achieve their financial goals.
SPECIALIZATIONS
Bear, DE
24 Years Experience
1 Disclosures
ADVISOR BIO
David Ashley Iobst is a financial advisor with Lifemark Securities Corp. based in Middletown, Delaware. David has been in the financial industry since 2001. David has extensive experience in the financial industry. David is a Certified Financial Planner and a Chartered Financial Consultant, and holds the Series 6, 7, 63 and 65 securities licenses. In addition to working with Lifemark Securities Corp., David is also an independent insurance agent. David is also a Little League coach.
SPECIALIZATIONS
GREENVILLE, DE
14 Years Experience
0 Disclosures
ADVISOR BIO
David Reynolds is a financial professional with over 12 years of experience in the financial services industry. David has a wide range of experience in providing financial advice to individuals and institutions. David is a Certified Financial Planner™ and holds a Series 7, Series 3, Series 34, and Series 63 license. David is currently registered as a Registered Representative with Spearhead Administrative Services, LLC, and has previously worked with Spearhead Capital, LLC and Hedgeco Securities, LLC. David specializes in providing financial advice for individuals and businesses. David is committed to providing his clients with personalized financial advice that helps them reach their financial goals.
SPECIALIZATIONS
Newark, DE
2 Years Experience
0 Disclosures
ADVISOR BIO
David Sintim is a financial professional who has been active in the industry since June 2023. David is a registered representative with J.P. Morgan Securities LLC, a firm with a strong reputation in the financial services industry. David holds a Series 63, Series 7TO, and SIE licenses. David specializes in a wide range of financial services, including investment advice, portfolio management, and financial planning.
SPECIALIZATIONS
Greenville, DE
28 Years Experience
0 Disclosures
ADVISOR BIO
David Louis Forman is a financial advisor registered with Morgan Stanley. David has been working in the securities industry since 1997. David has a broad range of experience, having worked for Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., and Bellamah, Neuhauser & Barrett, Inc. David is licensed to offer investment advice in many states, including Delaware, Maryland and Texas.
SPECIALIZATIONS
WILMINGTON, DE
26 Years Experience
2 Disclosures
ADVISOR BIO
David Woodward is a financial advisor who has been working in the industry since 1999. David is currently registered with PNC Investments in Wilmington, Delaware and Pittsburgh, Pennsylvania. Previously, David was registered with J.J.B. HILLIARD, W.L. LYONS, INC., PNC BROKERAGE CORP, and MML INVESTORS SERVICES, INC. David is licensed to provide investment advice in 22 states. David is also a Series 7, Series 63, and Series 65 license holder.
SPECIALIZATIONS
