Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid A. Lewitas has over 20 years of experience in the financial services industry. David is a Registered Representative and Investment Advisor Representative with United Planners' Financial Services of America A Limited Partner. David specializes in financial planning, portfolio management, and retirement planning. David previously worked with ProEquities, Inc., Citigroup Global Markets Inc., CitiCorp Investment Services, Fifth Third Securities, Inc., and TCF Investments, Inc.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
01/16/2020 - Present
United Planners' Financial Services OF America A Limited Partner (CHICAGO IL)
IL
12/21/2017 - 01/27/2020
PROEQUITIES, INC. (ELMWOOD PARK IL)
IL
05/29/2007 - 12/31/2014
CITIGROUP GLOBAL MARKETS INC. (PARK RIDGE IL)
IL
04/26/2007 - 05/29/2007
CITICORP INVESTMENT SERVICES (CHICAGO IL)
IL
04/03/2006 - 03/23/2007
FIFTH THIRD SECURITIES, INC. (BERWIN IL)
IL
12/18/2000 - 03/16/2006
TCF INVESTMENTS, INC. (CHICAGO IL)
BC
Issued 07/27/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/01/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Lewitas is the right advisor for you? Invested Better is here to help.
