Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Treft is a financial advisor with Souders Financial Advisors, LLC in Cincinnati, OH. David has been in the financial services industry since January 2004. David has a wide range of experience, including working with individuals, families, businesses, and charitable organizations. David is a Certified Financial Planner™ and holds Series 6, 7, and 63 licenses. In addition to his role at Souders Financial Advisors, LLC, David is also involved in several other businesses, including Grace Baptist Church, Clearpoint Wealth Advisors, and Trefts Financial Services, Inc. David is committed to helping clients achieve their financial goals and is passionate about making a difference in the community.
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
OH
06/19/2018 - Present
Souders Financial Advisors, LLC (Cincinnati OH)
OH
06/01/2018 - 11/02/2020
PRIVATE CLIENT SERVICES, LLC (MASON OH)
OH
07/31/2012 - 06/06/2018
LPL FINANCIAL LLC (CINCINNATI OH)
OH
01/20/2012 - 07/31/2012
NATIONAL PLANNING CORPORATION (CINCINNATI OH)
OH
12/08/2008 - 03/08/2011
MML INVESTORS SERVICES, LLC (CINCINNATI OH)
OH
03/03/2003 - 12/09/2008
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CINCINNATI OH)
BC
Issued 06/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/28/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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