Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Block is a financial advisor with over 30 years of experience in the industry. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds a Series 6, 7, 24 and 63 license. David currently works as a Registered Representative for Avantax Advisory Services. Prior to that, David was a Registered Representative with Innovation Partners LLC, Lifemark Securities Corp., Invest Financial Corporation, American Portfolios Financial Services, Inc., and Trusted Securities Advisors Corp. David is also the Chief Executive Officer of TaxMaster Financial Service Corporation. David is a member of the NYC Basket Brigade and is active in the community.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
01/08/2025 - Present
Avantax Advisory Services (DALLAS TX)
NY
09/07/2022 - 05/30/2024
INNOVATION PARTNERS LLC (New York NY)
NY
12/15/2017 - 09/12/2022
LIFEMARK SECURITIES CORP. (New York NY)
NY
06/10/2008 - 12/19/2017
INVEST FINANCIAL CORPORATION (NEW YORK NY)
NY
01/08/2002 - 06/10/2008
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (NEW YORK CITY NY)
NY
01/20/1995 - 12/31/2001
TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)
IL
10/05/1994 - 02/28/1995
PMG SECURITIES CORPORATION (ELGIN IL)
IL
04/01/1993 - 06/29/1994
PMG SECURITIES CORPORATION (ELGIN IL)
BC
Issued 03/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure David Block is the right advisor for you? Invested Better is here to help.
