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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Nesmith is an investment advisor representative with Missionsquare Retirement in Bay City, MI. David has been in the industry since March 2021. David is licensed to provide investment advice in Michigan, Indiana, Illinois and Wisconsin. David is also registered with FINRA and the state of Michigan. David holds a Series 7TO, Series 66 and a SIE. David has a total of 47,969 clients with assets under management of $6,106,587,642. David has previous experience with Edward Jones. David has worked for Missionsquare Investment Services and MissionSquare Retirement since January 2023. David is also an active member of the US Army Reserve since April 1991.
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.
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.
A percentage of the total value of assets under management is charged.
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MI
01/01/2025 - Present
Missionsquare Retirement (Bay City MI)
FL
11/26/2019 - 11/03/2021
EDWARD JONES (WINTER SPRINGS FL)
BOTH
Issued 12/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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