Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Jeffery Abbs has been in the financial services industry since 1982. David is currently an Investment Advisory Representative with CWM, LLC, DBA CARSON GROUP PARTNERS, and provides investment advisory services to a variety of clients. David is registered in Illinois, Michigan, and Texas. David is a Certified Financial Planner™ and has experience providing portfolio management, financial planning, estate planning and other financial advisory services. Prior to working with CWM, LLC, DBA CARSON GROUP PARTNERS, David has worked with LPL Financial LLC, U.S. Mutual Securities Corp., and MANEQUITY, INC.
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.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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 from other investment advisors
1
2
MI
06/18/2018 - Present
CWM, LLC (Saginaw MI)
MI
04/11/1985 - 07/02/2018
LPL FINANCIAL LLC (SAGINAW MI)
NA
03/30/1983 - 04/03/1985
U.S. MUTUAL SECURITIES CORP.
NA
05/06/1982 - 04/05/1983
MANEQUITY, INC.
IA
Issued 12/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 05/04/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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