Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Veltkamp is a financial advisor with over 38 years of experience in the financial industry. David is currently affiliated with HBW Advisory Services LLC, where David provides financial services to a wide range of clients, including individuals, corporations, and high-net-worth individuals. David has also held previous roles with CETERA ADVISOR NETWORKS LLC, HBW SECURITIES LLC, AMERICAN GENERAL SECURITIES INCORPORATED, and PFS INVESTMENTS INC. David holds multiple licenses and certifications, including Series 6, 63, 26, and 65, as well as the SIE exam. David is committed to providing personalized financial advice and guidance to help clients achieve their financial goals. David is a member of the community and contributes to the Great Lakes Urban, serving as the Treasurer.
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.
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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CA
12/04/2023 - Present
HBW Advisory Services LLC (SIMI VALLEY CA)
MI
06/26/2017 - 11/08/2023
CETERA ADVISOR NETWORKS LLC (HUDSONVILLE MI)
MI
01/31/2006 - 07/24/2017
HBW SECURITIES LLC (GRAND RAPIDS MI)
MI
09/02/2005 - 12/31/2005
AMERICAN GENERAL SECURITIES INCORPORATED (GRANDVILLE MI)
GA
05/02/1984 - 07/08/2005
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 08/29/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/1989
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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