Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Massart is a financial advisor with over 20 years of experience in the financial services industry. He is currently registered with Beacon Pointe Advisors, LLC, and has previously worked with several other firms including Wells Fargo Investments, LLC, Strong Investments, Inc., Wells Fargo Securities, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. David holds Series 7, 63 and 65 licenses and is licensed to provide investment advisory services in Texas and Wisconsin.
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.
Strategic management for diversified investment portfolios.
Consulting services
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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CA
01/13/2022 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
CA
01/03/2005 - 04/22/2005
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
WI
12/17/2002 - 12/31/2004
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
CA
12/13/2000 - 12/16/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
12/14/2000 - 08/12/2002
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
09/09/1999 - 05/07/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
10/05/1998 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
NY
04/29/1996 - 10/08/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 05/13/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
04/05/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 04/08/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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