Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Arthur Deschamps is a financial advisor at Corient. David has been in the financial industry since 2007 and holds a Series 7 and Series 66 license. David has a diverse range of experience, having worked at several firms including Ausdal Financial Partners, Inc. and Balasa Dinverno Foltz LLC. David is a Certified Financial Planner. David specializes in providing financial planning, portfolio management, and pension consulting to individuals, businesses, and charitable organizations. Corient is an investment advisory firm that provides a wide range of financial services, including portfolio management, financial planning, and pension consulting.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
FL
12/14/2022 - Present
Corient (MIAMI FL)
IL
02/27/2008 - 08/31/2017
AUSDAL FINANCIAL PARTNERS, INC. (ST. CHARLES IL)
BOTH
Issued 04/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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