Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Liska is a financial advisor with Kaufman Rossin Wealth, LLC, located in Fort Lauderdale, FL. David has been in the financial services industry since 1995. David has passed the Series 6, 7, 24, 63, and 66 exams and has been registered with FINRA since 1995. David holds a State Securities License in Florida and Texas. David focuses on working with clients assisting them with creating financial plans that offer them the best opportunity to achieve their stated goals. Kaufman Rossin Wealth, LLC provides financial planning, wealth advice, asset management, and retirement planning.
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.
A percentage of the total value of assets under management is charged.
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2
FL
07/19/2024 - Present
Kaufman Rossin Wealth, LLC (FORT LAUDERDALE FL)
FL
03/24/2021 - 12/26/2023
INNOVATION PARTNERS LLC (Fort Lauderdale FL)
FL
12/06/2017 - 01/03/2020
J.P. MORGAN SECURITIES LLC (AVENTURA FL)
FL
12/16/1997 - 10/30/2017
SUNTRUST INVESTMENT SERVICES, INC. (HOLLYWOOD FL)
NA
07/12/1995 - 12/11/1997
GRIFFIN FINANCIAL SERVICES
CA
03/21/1995 - 07/05/1995
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
03/29/1994 - 11/17/1994
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 01/10/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/1995
Series 7 - General Securities Representative Examination
BC
Issued 03/28/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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