Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Barnett Goldfarb is a financial professional with over 40 years of experience in the industry. David is currently registered with Innovation Partners LLC, a firm with a focus on providing consulting services to qualified retirement plans. Prior to joining Innovation Partners LLC, David was registered with MML INVESTORS SERVICES, LLC and MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY. David holds licenses for Series 6, Series 63 and the SIE. David is also registered in Arizona, California, Illinois, Michigan, and Ohio. David specializes in providing financial advice and portfolio management for individuals and businesses.
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.
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 services to qualified retirement plans
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.
Recurring fee
1
2
MI
06/03/2013 - Present
Innovation Partners LLC (Jackson MI)
MI
01/29/1986 - 05/31/2013
MML INVESTORS SERVICES, LLC (JACKSON MI)
NA
02/18/1982 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
BC
Issued 08/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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