Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Florent Feltz is a registered investment advisor representative with Silver Oak Securities, Inc. David has been in the financial services industry since 1984 and has experience with securities, variable contracts, and investment advisory services. David is licensed in multiple states and holds Series 6, SIE, and Series 63 licenses. David has previous experience working with Securities America, Inc., Securities Service Network, LLC, Ameritas Investment Corp., GWN Securities Inc., PMG Securities Corporation, MML Investors Services, Inc., Guardian Investor Services Corporation, and John Hancock Distributors, Inc.
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.
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.
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2
NY
09/16/2021 - Present
Silver OAK Securities, Inc. (Schroon Lake NY)
NY
09/18/2020 - 09/24/2021
SECURITIES AMERICA, INC. (Schroon Lake NY)
NY
01/21/2016 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Schroon Lake NY)
NY
01/02/2009 - 02/09/2016
AMERITAS INVESTMENT CORP. (SCHROON LAKE NY)
FL
01/03/2005 - 12/31/2008
GWN SECURITIES INC. (PALM BEACH GARDENS FL)
IL
02/21/1995 - 12/31/2004
PMG SECURITIES CORPORATION (ELGIN IL)
MA
03/16/1990 - 01/30/1995
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
12/09/1988 - 03/20/1990
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
02/03/1984 - 12/19/1988
JOHN HANCOCK DISTRIBUTORS, INC.
BC
Issued 03/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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