Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Antalick is a financial advisor who has been in the industry since 2006. He is currently registered with SPC and has been a registered representative since 2019. David has worked for a number of firms, including Farmers Financial Solutions, LLC, and Cetera Advisors LLC. He holds a Series 6, Series 7, Series 26, Series 63, and Series 66 license. David specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions.
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.
Consultation services
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.
Seminar attendance fees
1
2
KS
09/03/2024 - Present
SPC (Overland Park KS)
KS
03/13/2019 - 09/05/2024
CETERA ADVISORS LLC (OLATHE KS)
MO
12/04/2013 - 02/27/2019
FARMERS FINANCIAL SOLUTIONS, LLC (INDEPENDENCE MO)
KS
09/27/2006 - 01/31/2012
FARMERS FINANCIAL SOLUTIONS, LLC (OVERLAND PARK KS)
BOTH
Issued 07/17/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/21/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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