Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Tiesma is a financial advisor with Fifth Third Securities, Inc., in Grand Rapids, Michigan. David has been in the financial industry since 2007 and has a combined 16 years of experience with Fifth Third Securities, Inc. and J.P. Morgan Securities LLC. David is licensed to offer investment advice in Michigan and has the Series 6, Series 63 and Series 65 licenses. David is also registered with FINRA and is a Registered Investment Advisor. David specializes in providing financial planning, portfolio management for businesses and individuals and selection of other advisors.
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.
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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 03/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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