Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Francis Vitt is a financial advisor with over 20 years of experience in the financial services industry. David is currently registered with Realta Investment Advisors, Inc. and has been with them since March 2020. Prior to that, David worked at United Brokerage Services, Inc. and Capital One Investing, LLC. David is a Series 63, 65, 66 and SIE licensed advisor.
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
DE
03/24/2020 - Present
Realta Investment Advisors, Inc. (WILMINGTON DE)
DC
03/28/2018 - 12/26/2019
UNITED BROKERAGE SERVICES, INC (Washington DC)
VA
01/02/2015 - 03/30/2018
CAPITAL ONE INVESTING, LLC (MCLEAN VA)
VA
04/27/2010 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (MCLEAN VA)
MD
09/20/2000 - 05/01/2010
CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)
IL
08/24/1999 - 06/22/2000
BIRKELBACH INVESTMENT SECURITIES, INC. (CHICAGO IL)
IL
07/07/1999 - 07/23/1999
PEREGRINE FINANCIALS & SECURITIES, INC. (CHICAGO IL)
BOTH
Issued 06/07/2002
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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