Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Glenn Haislip is a financial advisor who has been in the industry since July 14, 1982. David is currently registered with Grove Point Advisors, LLC. David has previously been registered with several other firms, including First Allied Securities, Inc., Keystone Capital Corporation, Summit Brokerage Services, Inc., Mercer Allied Company, L.P., The Paul Revere Variable Annuity Insurance Company, Sunpoint Securities, Inc., CIGNA Securities, Inc., PFP Capital, Inc., Planner's Independent Management, Inc., and Titan Capital Corporation. David is a Certified Financial Planner and has passed the Series 63, Series 7, and SIE exams. David offers financial planning services, pension consulting, educational seminars, 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.
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.
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2
CA
04/01/2021 - Present
Grove Point Advisors, LLC (Anaheim CA)
CA
05/30/2007 - 11/07/2011
FIRST ALLIED SECURITIES, INC. (ANAHEIM HILLS CA)
NY
12/15/2004 - 07/18/2005
KEYSTONE CAPITAL CORPORATION (NEW YORK NY)
FL
07/26/2000 - 12/20/2002
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
NY
11/25/1996 - 09/02/1998
MERCER ALLIED COMPANY, L.P. (COHOES NY)
MA
02/18/1982 - 05/13/1997
THE PAUL REVERE VARIABLE ANNUITY INSURANCE COMPANY (WORCESTER MA)
TX
01/18/1994 - 12/31/1994
SUNPOINT SECURITIES, INC. (LONGVIEW TX)
PA
07/26/1990 - 03/12/1992
CIGNA SECURITIES, INC. (RADNOR PA)
CA
07/06/1988 - 07/18/1990
PFP CAPITAL, INC. (HUNTINGTON BEACH CA)
NA
04/08/1985 - 07/01/1988
PLANNER'S INDEPENDENT MANAGEMENT, INC.
NA
08/22/1980 - 12/27/1983
TITAN CAPITAL CORPORATION
BC
Issued 10/06/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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