Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bizjak is a financial advisor in Solon, OH, and has been in the industry since 1994. He is currently registered with Raymond James Financial Services Advisors, Inc. and has also worked for Stifel, Nicolaus & Company, Incorporated and Wachovia Securities, LLC. David specializes in providing financial planning, portfolio management, and other advisory services. He has a wide range of experience working with individual investors, corporations, and institutions.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
05/18/2015 - Present
Raymond James Financial Services Advisors, Inc. (SOLON OH)
OH
01/16/2009 - 05/28/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (PEPPER PIKE OH)
OH
01/01/2008 - 01/29/2009
WACHOVIA SECURITIES, LLC (BEACHWOOD OH)
OH
09/14/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BEACHWOOD OH)
BC
Issued 08/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/24/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 07/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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