Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wyzgowski is a financial advisor with over 17 years of experience in the industry. David is registered with LPL Financial LLC and has a Series 7 and Series 66 license. David has been with LPL Financial LLC since August 2023. David is also registered with FINRA and has 10 state registrations. David holds a SIE license and specializes in a variety of areas, including insurance, financial planning, and portfolio management. David's experience includes working with clients from a variety of backgrounds, including individuals, families, businesses, and institutions. David is committed to providing his clients with personalized financial advice and services that meet their specific needs. David's philosophy is to build long-term relationships with his clients based on trust, transparency, and communication.
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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2
AZ
08/07/2023 - Present
LPL Financial LLC (SCOTTSDALE AZ)
TX
05/15/2007 - 08/29/2023
VALIC FINANCIAL ADVISORS, INC. (PLANO TX)
MI
12/13/2005 - 05/16/2007
AMERIPRISE FINANCIAL SERVICES, INC. (EAST LANSING MI)
BOTH
Issued 02/08/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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