Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid C Gornitzky is a financial advisor currently registered with Great Valley Advisor Group, Inc. in Stuart, Florida. David has been in the financial industry since April 26, 2005, and has previously held positions with other firms, including Wells Fargo Clearing Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and WAMU Investments, Inc. David is registered to provide investment advice in several states and holds licenses including Series 6, Series 7, and Series 66. David provides a variety of financial services to individual clients, including financial planning, portfolio management, and educational seminars. David also provides investment advisory services through Great Valley Advisor Group, Inc. which provides portfolio management for individuals and businesses.
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.
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.
Consulting services
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
FL
11/02/2023 - Present
Great Valley Advisor Group, Inc. (Stuart FL)
FL
11/17/2011 - 05/04/2018
WELLS FARGO CLEARING SERVICES, LLC (JENSEN BEACH FL)
FL
10/23/2009 - 11/18/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST PALM BEACH FL)
FL
11/28/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WEST PALM BEACH FL)
FL
01/12/2006 - 12/02/2008
WAMU INVESTMENTS, INC. (WEST PALM BEACH FL)
CA
04/19/2005 - 01/03/2006
WM FINANCIAL SERVICES, INC. (IRVINE CA)
BOTH
Issued 11/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/18/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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