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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bosch is an investment advisor representative at The Colony Group, LLC. David has been in the industry since 2017 and has a Series 7, 66, and SIE license. David has experience working at Stifel, Nicolaus & Company, Incorporated and Securian Financial Services, Inc.. David specializes in providing financial planning, portfolio management, and investment advisory services to a wide range of clients including individuals, families, businesses, and institutions. David's expertise and experience make him a valuable resource for clients seeking to achieve their financial goals.
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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
MO
07/01/2024 - Present
THE Colony Group, LLC (CLAYTON MO)
MO
10/30/2018 - 11/12/2021
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MO
07/20/2017 - 06/13/2018
SECURIAN FINANCIAL SERVICES, INC. (ST. LOUIS MO)
BOTH
Issued 06/15/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/01/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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