Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Cunningham Renzi is a Registered Investment Advisor (RIA) representative of Ironwood Financial, LLC. David has been in the industry for over 5 years. David has a Series 7 and Series 66 license and works primarily with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. David holds a license in Arizona.
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.
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.
A percentage of the total value of assets under management is charged.
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2
AZ
03/31/2014 - Present
Ironwood Financial, LLC (TUCSON AZ)
AZ
09/18/2013 - 09/04/2014
NEXT FINANCIAL GROUP, INC. (TUCSON AZ)
BOTH
Issued 10/31/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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