Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Fender is a financial advisor with Avantax Advisory Services. David has been in the financial industry for over 30 years and has a strong track record of success. David is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. David is a registered representative of Avantax Investment Services, Inc. and an investment advisor representative of Avantax Advisory Services. David holds Series 6, 63, 26 and 65 licenses and is also a registered representative of the firm in Arizona, California, Nevada, North Carolina, Oregon and Texas. David is a member of the firm's wealth management team and specializes in providing financial planning and investment advice to individuals, families, 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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
01/01/2025 - Present
Avantax Advisory Services (SANTA CLARITA CA)
IA
Issued 11/16/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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