Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Henry Lausa is a financial advisor with over 40 years of experience in the financial services industry. David is registered with D.a. Davidson & Co. in the Denver, CO office. David is a Series 7, 24, and 63 licensed professional with a background in financial planning, portfolio management, and investment advisory services. David is a registered representative of D.a. Davidson & Co. Prior to joining D.a. Davidson & Co. in 2012, David was employed by Mountainview Securities, LLC and First Albany Corporation. David has extensive experience serving a wide range of clients, including high-net-worth individuals, corporations, and institutional investors.
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
CO
05/14/2012 - Present
D.a. Davidson & Co. (DENVER CO)
CO
04/29/1999 - 05/01/2012
MOUNTAINVIEW SECURITIES, LLC (DENVER CO)
NY
01/19/1981 - 03/08/1999
FIRST ALBANY CORPORATION (NEW YORK NY)
BC
Issued 06/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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