Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Baines is an investment advisor representative with Pantile Investments. David is licensed to provide investment advice in Colorado. David has been providing investment advice since 2021. David has passed the Uniform Investment Adviser Law Examination. David also passed the Securities Industry Essentials Examination. David specializes in investment advice for other registered investment advisors, individuals and pooled investment vehicles.
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.
Personalized portfolio management to meet individual financial objectives.
Portfolio advisor to other registered investment advisors
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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CO
01/01/2025 - Present
Pantile Investments (WESTMINSTER CO)
IA
Issued 07/31/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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