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 Skutnik is an investment advisor representative registered with The Ameriflex Group. David has been in the financial industry since December 8, 1984, working with Ameritas Investment Corp., Financial Network Investment Corporation, U.S. Bancorp Investments, Inc., Royal Alliance Associates, Inc., FBS Investment Services, Inc., Liberty Securities Corporation, PAMCO Securities and Insurance Services, NYLIFE Securities Inc., SAGEPOINT FINANCIAL, INC. and currently with The Ameriflex Group. David Skutnik holds Series 6, 7, 22, 24, 63 and 65 licenses and is registered in 18 states.
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.
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.
1
2
NE
04/12/2023 - Present
THE Ameriflex Group (Grand Island NE)
NE
06/17/2011 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (GRAND ISLAND NE NE)
NE
03/22/1999 - 06/30/2011
AMERITAS INVESTMENT CORP. (GRAND ISLAND NE)
CA
10/19/1998 - 03/15/1999
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MN
08/01/1997 - 09/18/1998
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
AZ
10/30/1995 - 08/08/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
02/23/1995 - 10/05/1995
FBS INVESTMENT SERVICES, INC. (SAINT PAUL MN)
NY
08/01/1991 - 03/13/1995
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
04/05/1991 - 08/01/1991
PAMCO SECURITIES AND INSURANCE SERVICES
NY
10/10/1984 - 04/23/1991
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 03/30/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/06/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/05/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Skutnik is the right advisor for you? Invested Better is here to help.
