Unclaimed
David Andrew Weiland is an Investment Advisor Representative registered with the state of Florida and has been in the industry since 2014. David is currently associated with Alphastar Capital Management, LLC and is also affiliated with Assurance Group where he sells insurance and annuity products. David specializes in financial planning and investment advising for individuals and businesses. He is also a registered representative with Alphastar Capital Management. David is a Series 65 licensed individual.
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.
Sub-advisory services
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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FL
02/18/2020 - Present
Alphastar Capital Management (West Palm Beach FL)
IA
Issued 05/12/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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