David Rourke
Strategic Planning Group, Inc.
Financial Planner in Wellesley Hills, MA
Address:57 River St, Ste 306
Wellesley Hills, MA 02481
About David Rourke
David Rourke is a financial professional at Strategic Planning Group, Inc. located in Wellesley Hills, Massachusetts. David Rourke holds an industry securities registration subject to FINRA oversight having passed securities examinations including S22, S6, S63 and S65. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
David Rourke provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
David Rourke57 River St, Ste 306
Wellesley Hills, MA 02481
Phone Number:
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Website:
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