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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Monheit is an Investment Advisor Representative with Avantax Advisory Services. David has been in the financial services industry since 2002. David has an active Series 6, Series 7, Series 63, and Series 66 licenses. David also has a Personal Financial Specialist designation and is registered to provide investment advice in 29 states. David has experience providing financial planning, investment advisory, and insurance services. David is a partner at Landmark PLC, Certified Public Accountants.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
AZ
01/26/2024 - Present
Avantax Advisory Services (Surprise AZ)
AZ
01/27/2004 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (SURPRISE AZ)
NY
12/02/2003 - 02/18/2004
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
10/16/2002 - 12/02/2003
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
BOTH
Issued 10/27/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2004
Series 7 - General Securities Representative Examination
BC
Issued 10/15/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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