Unclaimed
David Hartzell is a financial advisor with Stonehaven, LLC. David has been in the financial industry since 2018 and is registered in 18 states. He is licensed with Series 7 and SIE. He is also registered with FINRA and the state of New York. David is a highly experienced and qualified professional who is committed to providing his clients with personalized financial advice. He is passionate about helping people achieve their financial goals.
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.
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.
1
2
NY
06/03/2020 - Present
Stonehaven, LLC (NEW YORK NY)
FL
11/09/2018 - 06/03/2020
RAINMAKER SECURITIES, LLC (CORAL GABLES FL)
BC
Issued 11/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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