Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Burritt is an investment advisor representative at Avior Wealth Management, LLC located in Omaha, Nebraska. David has over 10 years of experience in the financial services industry and holds the Series 7TO, Series 66 and SIE licenses. Before joining Avior Wealth Management, LLC, David was employed at Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.P. Morgan Securities LLC. David specializes in providing investment advice and financial planning services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, investment companies and banking or thrift institutions. David is also a professional golf caddy for PGA professionals and celebrities.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
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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NE
09/03/2024 - Present
Avior Wealth Management, LLC (OMAHA NE)
CA
05/23/2022 - 08/26/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANTA ROSA CA)
CA
04/30/2021 - 05/24/2022
J.P. MORGAN SECURITIES LLC (SANTA ROSA CA)
BOTH
Issued 07/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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