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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 Anthony Tritt is a financial advisor who is registered with Transamerica Retirement Advisors, LLC. David has been in the financial industry since April 1996 and holds a Series 63, Series 6, Series 7, Series 65, and SIE license. David Anthony Tritt was previously registered with J.P. MORGAN INSTITUTIONAL INVESTMENTS INC., AMERICAN CENTURY INVESTMENT SERVICES INC., and ADP BROKER-DEALER, INC.. David Anthony Tritt specializes in providing financial advice to individual clients, businesses, and pension plans.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
KS
07/19/2013 - Present
Transamerica Retirement Advisors, LLC (Olathe KS)
MO
12/12/2003 - 01/28/2009
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (KANSAS CITY MO)
MO
05/09/2000 - 12/12/2003
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
NJ
09/14/1995 - 04/20/2000
ADP BROKER-DEALER, INC. (ROSELAND NJ)
IA
Issued 07/19/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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