Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Volante is an Investment Advisor Representative, registered with IPI Wealth Management, Inc. David has been in the financial industry since April 1987. David has a range of licenses and certifications, including Series 63, Series 65, Series 7 and Series 24 licenses. David is also registered with the states of Arizona, Florida, and Michigan. David currently works from the South Lyon office of IPI Wealth Management, Inc.. Prior to joining IPI Wealth Management, Inc., David was employed with Raymond James & Associates, 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.
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.
1
2
MI
03/13/2015 - Present
IPI Wealth Management, Inc. (South Lyon MI)
MI
06/17/1998 - 03/11/2015
RAYMOND JAMES & ASSOCIATES, INC. (ANN ARBOR MI)
MI
05/11/1998 - 09/25/1999
RONEY & CO. (DETROIT MI)
MI
02/08/1994 - 05/11/1998
RONEY & CO. L.L.C. (DETROIT MI)
NA
08/08/1990 - 03/02/1994
HAMILTON INVESTMENTS, INC.
NJ
04/22/1987 - 08/13/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 04/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/29/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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