Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Retzlaff is a financial advisor with World Equity Group, Inc., a firm specializing in financial planning, portfolio management, and other investment advisory services. David has over 10 years of experience in the financial services industry and is registered to provide investment advice in Colorado, Idaho, Montana, New Mexico, Utah, and Wyoming. David is a Series 7, 7TO, and Series 63 licensed professional.
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
MT
04/09/2024 - Present
World Equity Group, Inc. (Bozeman MT)
CO
09/05/2012 - 06/11/2015
NORTHSTAR REALTY SECURITIES, LLC (GREENWOOD VILLAGE CO)
CO
06/16/2011 - 08/29/2012
TRANSAMERICA CAPITAL, INC. (DENVER CO)
NJ
10/28/2010 - 05/10/2011
LIGHTSTONE SECURITIES, LLC (MAHWAH NJ)
BC
Issued 04/18/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/09/2024
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/26/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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