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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 Zinreich is an Investment Advisor Representative at Black Diamond Financial, LLC. David is licensed in Maryland and Oregon. David is a Certified Financial Planner and has been in the industry since March 2013. David specializes in working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations and other businesses, individuals other than high-net-worth, and pooled investment vehicles. David offers a range of financial planning services, including portfolio management for businesses and individuals, and pension consulting. David's firm manages over $700 million in assets.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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MD
11/15/2013 - Present
Black Diamond Financial, LLC (TOWSON MD)
IA
Issued 11/15/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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