David Pereira

Financial Representative at Modern Woodmen

David Pereira, CFP®, CLU®, ChFC® has extensive experience in the financial services industry, currently serving as a Financial Representative at Modern Woodmen of America since January 2005. Prior to this role, David was a Financial Planner at Prudential Financial from 2003 to 2005, providing comprehensive Fee Based Financial Planning for small business owners, families, and individuals. David began with Prudential Financial as a Registered Representative from 1990 to 2002. Educational achievements include an MBA in Management from Southern New Hampshire University, a BBA in Management from the University of Massachusetts Amherst, and completion of the Chartered Life Underwriter Certification Curriculum at The American College of Financial Services.

Links

Previous companies


Org chart

No direct reports

Teams

This person is not in any teams


Offices

This person is not in any offices