Unclaimed Profile

David P Haverstick

ABLES, IANNONE, MOORE & ASSOCIATES, INC.·SAVANNAH, Georgia

SIE, Series 7, Series 66Clean record14 years registeredABLES, IANNONE, MOORE & ASSOCIATES, INC.

419 MONTGOMERY STREET, SAVANNAH, GA 31401CRD# 5982789Firm CRD# 126942

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David P Haverstick · SAVANNAH, GA

Registration

CRD #5982789 · ABLES, IANNONE, MOORE & ASSOCIATES, INC. · 14 years registered

Brand Profile

Not yet started

Career History

ABLES, IANNONE, MOORE & ASSOCIATES, INC.

Nov 2016 – present

INTERVEST INTERNATIONAL, INC.

Jul 2015 – Nov 2016

BLUFFTON, SC

FIRST CITIZENS ASSET MANAGEMENT, INC

Jul 2012 – Jul 2015

SAVANNAH, GA

VALIC FINANCIAL ADVISORS, INC.

Dec 2011 – May 2012

MACON, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · December 9, 2011

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ABLES, IANNONE, MOORE & ASSOCIATES, INC.

CRD 126942 · SEC 801-108916

AUM

$197M

Regulatory assets under management

Employees

848 client accounts

Services offered by ABLES, IANNONE, MOORE & ASSOCIATES, INC.

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ABLES, IANNONE, MOORE & ASSOCIATES, INC. →

Introduction

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Frequently Asked Questions

What services does David P Haverstick offer?

David P Haverstick specializes in Investment Management, Wealth Management. Contact their office in SAVANNAH, Georgia for a consultation.

What are David P Haverstick's credentials?

David P Haverstick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David P Haverstick located?

David P Haverstick is based in SAVANNAH, Georgia, working with ABLES, IANNONE, MOORE & ASSOCIATES, INC.. Their office serves clients in the SAVANNAH metropolitan area and surrounding communities.

How does David P Haverstick charge for services?

David P Haverstick's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ABLES, IANNONE, MOORE & ASSOCIATES, INC.?

ABLES, IANNONE, MOORE & ASSOCIATES, INC. has approximately 4 employees and manages $197M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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