Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Barth is an investment advisor representative who has been in the industry since March 13, 2002. Currently, David Barth is registered with Equitable Advisors, LLC and is licensed to conduct business in 13 states. David Barth has previously been registered with Royal Alliance Associates, Inc., Multi-Financial Securities Corporation, and Vestax Securities Corporation. David Barth's areas of specialization include financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
1
2
OH
05/12/2023 - Present
Equitable Advisors, LLC (BROADVIEW HEIGHTS OH)
OH
03/12/2010 - 04/12/2016
ROYAL ALLIANCE ASSOCIATES, INC. (WESTLAKE OH)
OH
01/01/2004 - 03/15/2010
MULTI-FINANCIAL SECURITIES CORPORATION (CLEVELAND OH)
OH
03/14/2002 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
BOTH
Issued 10/06/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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