Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Krasnow is a financial advisor who has been in the industry since 1996. David is currently registered with NFP Retirement Inc. in Ohio and California. David has previously worked with Independent Financial Group, LLC in Ohio and Financial Telesis Inc. in Ohio. David is also a registered representative for Kestra Investment Services, LLC. David is a specialist in retirement planning, financial planning, and portfolio management. He works with individuals, high-net-worth individuals, and pension and profit-sharing plans.
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.
Research reports on 401(k) plans / diligence on investment lineups
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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2
OH
01/04/2021 - Present
NFP Retirement Inc. (Cleveland OH)
OH
07/21/2014 - 01/05/2021
INDEPENDENT FINANCIAL GROUP, LLC (Cleveland OH)
OH
03/02/2007 - 07/22/2014
FINANCIAL TELESIS INC (BEECHWOOD OH)
OH
08/17/2000 - 03/01/2007
VALMARK SECURITIES, INC. (BEACHWOOD OH)
NY
12/20/1999 - 08/14/2000
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
OH
10/20/1999 - 12/07/1999
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
CO
01/03/1997 - 11/19/1997
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
03/30/1994 - 01/03/1997
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
BC
Issued 06/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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