David Vance began his professional career by working as a Financial Advisor in Morgan Stanley firm. Currently, he is working as Senior Director of Investment at the Vanech Group of Oppenheimer & Co. Inc. He is also an active member of philanthropic associations in Rhode Island. By working with these associations, David Vanech dedicated to furthering the gift planning profession through educational and professional development. Mr. Vanech has years of experience to deal with the financial complexities and providing solutions. For more details, please click on our website.
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I am licensed in the following states: Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Illinois, Louisiana, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New Mexico, Nebraska, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, Texas, Vermont, Virginia and Washington. Any information contained herein pertaining to securities business should not be considered a solicitation to buy or sell any securities or financial View more posts