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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 Heitner is a financial advisor who has been in the industry since 2002. David is currently registered with Independent Financial Group, LLC and holds licenses in New Jersey and New York. David is a highly experienced advisor with a wide range of experience in financial planning, portfolio management, and retirement planning. David's primary focus is on working with individuals and businesses to help them reach their financial goals. David has a strong commitment to providing personalized service and building long-term relationships with clients. David also has experience in working with charitable organizations, pension and profit-sharing plans, and corporations.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
02/12/2025 - Present
Independent Financial Group, LLC (SAN DIEGO CA)
NY
04/05/2022 - 06/14/2024
SECURITIES AMERICA, INC. (GARDEN CITY NY)
NJ
02/08/2019 - 03/15/2022
INDEPENDENT FINANCIAL GROUP, LLC (Old Tappan NJ)
SC
01/04/2002 - 01/07/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
07/09/1998 - 01/17/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/12/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2002
Series 24 - General Securities Principal Examination
BC
Issued 02/08/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/11/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 07/08/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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