Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Charles Janson is a financial professional with over 30 years of experience in the financial services industry. David is a registered representative of MWA Financial Services Inc., and has a Series 6, Series 7 and Series 63 license, and a Series 65 license. He is also a Chartered Financial Consultant. Prior to joining MWA Financial Services Inc., David held positions at Auto Club Funds, Inc., Thrivent Investment Management Inc., and Lutheran Brotherhood Securities Corp. In addition to providing financial services, David is also a rental property/farm owner and an authorized facilitator for Doyle Law PC. David has a strong commitment to serving his clients and providing them with personalized financial advice. He specializes in financial planning, portfolio management, and selection of other advisors.
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.
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.
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2
MI
04/14/2015 - Present
MWA Financial Services Inc. (REESE MI)
MI
07/24/2006 - 08/16/2007
AUTO CLUB FUNDS, INC. (BAY CITY MI)
MI
07/01/2002 - 07/12/2006
THRIVENT INVESTMENT MANAGEMENT INC. (REESE MI)
MN
04/06/1993 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 04/21/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2002
Series 7 - General Securities Representative Examination
BC
Issued 04/05/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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