David McDermott
Financial Advisor | Research
Licenses:
Series 65 (Uniform Investment Advisor Law Examination)
Areas of Specialization:
Research
Naples, Florida
Financial Advisor | Research
Series 65 (Uniform Investment Advisor Law Examination)
Research
Florida, Pennsylvania
Managing Member CEO, CIO
Series 4 (Registered Options Principal), Series 7 (Registered Representative), Series 14 (Compliance Officer Examination), Series 24 (Registered Securities Principal), Series 53 (Registered Municipal Securities Principal), Series 63 (State Blue Sky) Uniform Securities Agent State Law Examination, Series 66 (Investment Advisory), Series 99 (Operations Professional), Life and Variable Annuity Insurance License
Firm’s Chief Investment Officer, Investment Management, Research and Analysis, Brokerage Operations and Trading, Fixed Income Analysis
Pennsylvania, New Jersey
Managing Director, Vice Chair
Series 7 (General Securities Representative), Series 24 (General Securities Principal), Series 63 (Uniform Securities Agent State Law Examination), Series 65 (Uniform Investment Advisor Law Examination), Certified Divorce Financial Analyst, Life and Variable Annuity Insurance
Asset Management, Divorce Financial Planning
Waterboro, Maine
Director of Operations
Brokerage Operations, Investment Advisory Operations
Naples, Florida
Director
Series 7 (General Securities Representative), Series 66 (Uniform Combined Law Examination), Life and Variable Annuity Insurance License, Series 52 (Registered Municipal Securities Representative), Series 53 (Registered Municipal Securities Principal), Series 24 (Registered Securities Principal)
Portfolio Management, Real Estate 1031 Exchange Strategies, DST Properties