David E Behar

Financial advisor at Keystone Fiduciary Financial Planning and Tax Advisory · Bethlehem, PA

Last updated 2026-10-10

Claim your profile

David E Behar is a financial advisor at Keystone Fiduciary Financial Planning and Tax Advisory in Bethlehem, PA, CRD 2740107. Licenses and exams on the registration: Series 63, Series 65, Series 66. IAPD registration began 2018-02-12.

Registration

CRD number
2740107
Registration status
Active
IAPD registration
2018-02-12
Industry Experience
8 years
Work Experience
10 years
States registered
PA

Licenses and exams

  • Series 63
  • Series 65
  • Series 66

Work history

  • 2017-11 to 2026-03 · Edward Jones · St. Louis, MO
  • 2016-02 to 2017-10 · Air Products · Allentown, PA
  • 2025-12 to Present · Keystone Fiduciary Financial Planning & Tax Advisory, LLC · Bethlehem, PA

Current employment

  • Keystone Fiduciary Financial Planning and Tax Advisory · Bethlehem, PA

SEC IAPD record for David E Behar

About

David E Behar is a financial advisor at Keystone Fiduciary Financial Planning and Tax Advisory in Bethlehem, PA. Reported securities licenses include Series 63, Series 65, and Series 66. The latest record indicates 8 years of industry experience and 10 years of reported work history.

Location

74 West Broad Street, Bethlehem, PA 18018

Open in Google Maps

Official record

View the official SEC IAPD record

Are you David E Behar?

Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.