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.
BS Business Management The Pennsylvania State University 1981
David has been licensed to buy and sell stocks, bonds, and mutual funds since 1986. He was trained by Merrill Lynch, won acceptance to Merrill Lynch Advanced Training in Princeton, NJ in 1987, and earned sales trips on the local, regional, and national levels. He has the experience to help you make prudent investment decisions because he has guided his clients through the bull markets and the market declines of the past eighteen years.
As an independent financial representative, David works for you, his client, not "the firm". His recommendations are non-biased and always in your best interest. David offers securities through American Portfolios Financial Services Inc, an 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.
President - Patton Township Business Association
Certified Lay Speaker - United Methodist Church
Chairman, Community Education - State College Area School District
- RETIREMENT PLANS:
Tax Deferred Annuities
- ESTATE PLANS:
Life Insurance Trusts
Unit Investment Trusts*
Section 529 College Savings Plans*
Long Term Care Insurance
(Nursing Home Insurance)
- *Registered Representative offering securities through American Portfolios Financial Services, Inc.
Member FINRA & SIPC
FINRA LICENSES AND QUALIFICATIONS
SEC Series 7 (Stock Broker)
Uniform Securities Agent
SEC Series 63 (Commonwealth of PA)
General Securities Principal
SEC Series 24 (Office Supervisor)
Municipal Fund Securities Limited Principal
SEC Series 51 (Office Supervisor)
FINRA Dispute Resolution Inc.
Financial Planning Association
National FPA Chapter Leaders Committee
Liaison to Central East Region
- *Panko Wealth Management is not affiliated with American Portfolios Financial Services, Inc.