Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Andresen is a registered Investment Advisor Representative with Granite Capital Wealth Management LLC. David has been in the financial services industry since June 1990 and is currently registered with the states of Arizona, California, and Texas. He has also passed the Series 65 exam, Uniform Investment Adviser Law Examination. David currently serves as co-Owner at Aladdan Construction Corp. in addition to his work as an investment advisor.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
12/08/2022 - Present
Granite Capital Wealth Management LLC (HUNTINGTON BEACH CA)
IA
Issued 01/20/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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