David has been licensed to buy and sell stock, bonds, and mutual funds since 1986. He was licensed as a General Securities Principal (Office Manager) in 1996. He has the experience to help you make prudent investment decisions because he has experienced the bull markets and the market declines since 1986.
BS Business Management
Pennsylvania State University 1981
Retirement Planning and Estate Planning. David has helped hundreds of clients develop retirement plan strategies, invest their money to generate growth and income, and plan for the ultimate transfer of their assets to their heirs and charities.
David invests for the long term, avoiding short term trading strategies. He selects investments that match his client's goals, time frame, and risk tolerance based on an appropriate asset allocation model.
As an independent financial professional, David works for you, his client, not "the firm". His recommendations are unbiased and always in your best interest. David offers securities through American Portfolios Financial Services Inc, and independent broker dealer who clears through Pershing LLC. Accounts are protected by SIPC (Securities Investor Protection Corporation) for up to $500,000, no more than $100,000 of which may be for claims for cash. Pershing provides additional unlimited coverage through a commercial insurer.