Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Aizuss is an investment advisor representative with SLP Wealth. David has been in the financial industry for over 10 years and has experience working in a variety of roles. David is currently registered with the Securities and Exchange Commission (SEC) and holds a Series 65 license. David is also a certified Student Loan Planner. In addition to providing investment advice, David also provides student loan counseling to help borrowers understand their options and make informed decisions.
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.
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
05/16/2024 - Present
SLP Wealth (La Mesa CA)
IA
Issued 03/29/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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