Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Zientek is a financial advisor who is registered with LPL Financial LLC. David has been in the securities industry since July 2019. David is licensed to provide financial advice in Texas. David has obtained the Series 66, Series 7TO, and SIE exams. David has obtained the following designations: [No designations]. David is currently registered with LPL Financial LLC and is located at 3427 RIVERS EDGE TRL, KINGWOOD, TX, 77339-2634. David has been employed by LPL Financial LLC since July 2019. David offers financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals. David is also registered as an Investment Advisor Representative (IAR) in Texas. David has a professional background in various industries including finance, education, law, and business.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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TX
07/27/2021 - Present
LPL Financial LLC (KINGWOOD TX)
BOTH
Issued 09/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/01/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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