Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Alan Jutovsky is an Investment Advisor Representative with Financial Solutions Advisory Group. David has been in the industry since May 2008 and holds the Series 63 and Series 65 licenses. David is also a Personal Financial Specialist. David spends on average 6 to 10 hours a week serving as President of JDL Private Tax Services, Inc, a tax preparation company.
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.
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.
A percentage of the total value of assets under management is charged.
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IL
12/13/2019 - Present
Financial Solutions Advisory Group (CHICAGO IL)
BC
Issued 03/19/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/27/1999
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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