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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 Dietz is a registered investment advisor representative with Rovin Capital based in Mesa, Arizona. David has been in the financial services industry since December 2008 and has held previous positions with Midas Financial, Analysis & Management LLC. David specializes in providing financial planning, portfolio management for individuals and pooled investment vehicles and selection of other advisors. David holds a Series 65 license and has been registered with the state of Arizona since September 2021.
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.
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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AZ
09/27/2021 - Present
Rovin Capital (Mesa AZ)
IA
Issued 03/26/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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