Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bennett Kahn is a financial advisor with over 30 years of experience in the industry. David is a Certified Financial Planner™ professional and is registered with both the Securities and Exchange Commission and the Financial Industry Regulatory Authority. David is the owner of Kahn Financial Group, an independent RIA firm. David specializes in providing financial planning and portfolio management services to individuals and high net worth individuals. David is also a licensed real estate professional and the owner of Auspicious Realty LLC. David's practice is located in Clearwater, Florida, and David is licensed in multiple states.
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.
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.
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FL
06/03/2024 - Present
Kahn Financial Group (CLEARWATER FL)
NY
07/23/1993 - 08/25/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 12/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/21/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 04/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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