©2019
David N. Ivancic
CERTIFIED FINANCIAL PLANNER™
A CERTIFIED FINANCIAL PLANNER ™
Professional, David has 14 years of
experience in the financial services industry.
With a background in Foreign Language
Education, David helps clients understand
how the choices they make influence the
direction their progress takes.
As a former teacher, he understands the
unique concerns of public employees and
the options available to them.
Holding a FINRA Series 7, Series 63 and New
York State Insurance license for Life, Accident
and Health, David is able to provide clients
with the choices necessary to encompass a
well-structured portfolio.
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(716) - 632-6800
ext 240
He employs a variety of strategies specific to
the individual situation of each client to help
them to create and preserve wealth.
He is a member of the Financial Planners
Association and the Financial Planning
Counselors of WNY.
David can be heard on the SC Parker
Financial Radio Show every weekend on
WECK 102.9 FM.
He and his wife Peggy live in Kenmore where
they raised their son Alex. When not in the
kitchen, he is often found in the garden
creating space for another new plant.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED
FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it
awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Securities and Advisory Services offered through Cadaret, Grant & Co., Inc., a Registered
Investment Advisor and Member FINRA / SIPC. SC Parker and Cadaret, Grant & Co., Inc.
are separate entities. This Web site is only intended for residents of states where we are
licensed to sell Insurance and Securities.
Currently we are registered to sell Securities in the following states: AZ, CA, CO, CT, FL, GA,
HI, IL, IN, LA, MA, MD, MI, NC, NH, NJ, NM, NY, OH, PA, SC, SD, TX, UT, VA.
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Check the background of this financial professional on: FINRA’s Broker Check 
SC PARKER LLC
Investments & Financial Planning Since 1925
