Unclaimed
David Tiesma is a financial advisor registered with Fifth Third Securities, Inc. David is a registered representative with Series 6 and Series 63 licenses. David has been in the financial services industry since 2003. David’s prior experience includes JPMorgan Securities LLC and Chase Investment Services Corp. In addition to David's experience as a financial advisor, David is an actor/comedian and also does stand-up comedy. David is based in Grand Rapids, MI.
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.
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.
Sponsor wrap fee program
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.
1
2
MI
10/16/2019 - Present
Fifth Third Securities, Inc. (GRAND RAPIDS MI)
MI
04/28/2015 - 07/10/2019
J.P. MORGAN SECURITIES LLC (GRAND RAPIDS MI)
MI
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (JENISON MI)
MI
02/25/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (JENISON MI)
MI
09/05/2007 - 01/11/2010
CHASE INVESTMENT SERVICES CORP. (GRAND BLANC MI)
IA
05/20/2003 - 06/22/2006
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 10/16/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/19/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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