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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 Freeman is an investment advisor representative and registered representative with Kovack Advisors, Inc. David is a licensed Investment Advisor in Georgia. Prior to joining Kovack Advisors, Inc. David was affiliated with Kovack Securities Inc. and Resource Horizons Investment Advisory, Inc. David has been in the securities industry since 1985. David has a Series 6, 7, 22 and 63 license and passed the SIE Exam in 2018. David is a resident of Georgia and also maintains an office in Florida. David's primary business is providing financial planning, portfolio management for individuals and businesses.
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.
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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GA
01/07/2015 - Present
Kovack Advisors, Inc. (WOODSTOCK GA)
GA
01/03/2012 - 10/15/2014
RESOURCE HORIZONS GROUP LLC (WOODSTOCK GA)
GA
12/14/2009 - 12/07/2011
SIGMA FINANCIAL CORPORATION (WOODSTOCK GA)
GA
11/13/1985 - 12/18/2009
WADDELL & REED, INC. (ATLANTA GA)
IA
Issued 03/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1992
Series 7 - General Securities Representative Examination
BC
Issued 01/13/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/12/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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