Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Allen Smith is a financial advisor with Hantz Financial Services, Inc. with over 30 years of experience in the financial services industry. David has a wide range of experience, including working with individuals, corporations, and charitable organizations. David is also a registered investment advisor and has passed several industry exams, including Series 7, Series 24, Series 63, and the SIE exam. David is registered to offer investment advice in multiple states, including Florida, Georgia, Illinois, Massachusetts, Michigan, and Ohio.
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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2
MI
02/02/2011 - Present
Hantz Financial Services, Inc. (TAYLOR MI)
NA
06/23/1999 - 07/15/1999
HANTZ FINANCIAL SERVICES, INC.
OH
12/15/1997 - 06/25/1999
VESTAX SECURITIES CORPORATION (HUDSON OH)
MA
10/29/1997 - 12/17/1997
CONCORD BROKERAGE SERVICES, INC. (BOSTON MA)
MN
06/20/1989 - 10/24/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/20/1989 - 10/24/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/28/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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