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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Whitmore is a financial advisor with Strategic Blueprint, LLC. David has been in the financial industry since May 2003 and is licensed to provide investment advice in Georgia and Massachusetts. David holds the Series 7, Series 63, Series 24 and Series 65 licenses. David also holds the SIE designation. David has a history of working in the financial industry in Georgia and New Jersey and has worked with clients in pension and profit sharing plans, corporations, and other businesses, high-net-worth individuals, and individuals other than high-net-worth individuals. David has been with Strategic Blueprint, LLC since May 2021 and has experience providing financial advice to individuals and families, managing investments, and providing financial planning services.
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.
Personalized portfolio management to meet individual financial objectives.
Family office 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.
Family office fees, endorsements
1
2
GA
05/18/2021 - Present
Strategic Blueprint, LLC (Atlanta GA)
NJ
05/29/2003 - 05/05/2021
BUCKMAN, BUCKMAN & REID, INC. (LITTLE SILVER NJ)
IA
Issued 03/18/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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