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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 Wagner is a Registered Investment Advisor with Portfolio Medics, LLC, a firm located in Bonita Springs, Florida. David has been in the industry since 1987 and has experience working with a variety of clients, including high-net-worth individuals and individuals other than high-net-worth. David also has experience working with insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. David offers a variety of financial planning services, including investment advisory services and portfolio management for individuals. David has a Series 3, Series 63 and Series 7, and a Uniform Investment Adviser Law Examination.
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
FL
09/28/2022 - Present
Portfolio Medics, LLC (Claremont FL)
IL
01/03/2012 - 05/26/2016
RIDGEWAY & CONGER, INC. (ORLAND PARK IL)
IL
04/16/2003 - 12/31/2011
THE INVESTMENT CENTER, INC. (ORLAND PARK IL)
MO
11/13/1998 - 04/28/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NY
07/10/1987 - 11/23/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/21/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1987
Series 3 - National Commodity Futures Examination
BC
Issued 06/20/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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