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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 Alan Paskievitch is a financial advisor with LPL Financial LLC. David Alan has been in the financial services industry since December 4, 1995. David Alan is registered with the state of Michigan as an Investment Advisor Representative (IAR). David Alan specializes in providing financial advice and investment management services to individuals, businesses, and retirement plans. He has experience in providing investment advice, financial planning, and retirement planning services. David Alan is also a Registered Representative with FINRA and holds Series 7 and Series 66 licenses. In addition to his work with LPL Financial LLC, David Alan is also involved in real estate rental activities.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
05/30/2023 - Present
LPL Financial LLC (HOWELL MI)
MI
10/10/2018 - 05/30/2023
SIGMA FINANCIAL CORPORATION (Howell MI)
MI
08/11/2010 - 10/24/2018
LPL FINANCIAL LLC (HOWELL MI)
MI
05/03/1999 - 08/12/2010
EDWARD JONES (HOWELL MI)
MI
01/31/1996 - 05/06/1999
OLDE DISCOUNT CORPORATION (DETROIT MI)
MN
10/20/1995 - 12/15/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/20/1995 - 12/15/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 12/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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