Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lauritzen is a financial advisor with Confidence Wealth Management, LLC. David has been in the financial industry for over 10 years. David is licensed to provide investment advice in California and Nevada. David specializes in financial planning, portfolio management, and pension consulting. Confidence Wealth Management, LLC is an investment advisory firm with offices in Henderson, Nevada. They provide a variety of services to individuals and businesses, including financial planning, portfolio management, and pension consulting.
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.
Helps you choose top advisors aligned with your financial goals.
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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NV
02/03/2021 - Present
Confidence Wealth Management, LLC (HENDERSON NV)
CA
12/11/2019 - 04/30/2020
NYLIFE SECURITIES LLC (GLENDALE CA)
CA
02/01/2011 - 03/06/2019
FIDELITY BROKERAGE SERVICES LLC (LOS ANGELES CA)
UT
07/24/2008 - 01/03/2011
E*TRADE SECURITIES LLC (SANDY UT)
IA
Issued 08/03/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/01/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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