Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid De tagyos is a registered investment advisor with Wellth Advisory Services, LLC. David has been in the industry for over 18 years, and holds Series 6, 7, 63 and 65 licenses. David has worked for several firms including Goldman, Sachs & Co., KESTRA Investment Services, LLC, and Financial Telesis Inc. David is an experienced financial professional specializing in financial planning, pension consulting, portfolio management, and educational seminars. David is committed to providing a personalized experience to his clients.
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.
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.
1
2
IL
01/01/2025 - Present
Wellth Advisory Services, LLC (SHOREWOOD IL)
IL
05/06/2015 - 04/01/2019
KESTRA INVESTMENT SERVICES, LLC (Shorewood IL)
IL
07/10/2013 - 08/12/2014
FINANCIAL TELESIS INC (Des Plaines IL)
NY
10/04/2005 - 07/26/2013
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 09/04/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/30/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure David De tagyos is the right advisor for you? Invested Better is here to help.
