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David Bonski is an Investment Advisor Representative at Blue Horizon Wealth Management, LLC. David has been registered with FINRA for over 10 years and is licensed in Pennsylvania. David has been in the industry since 2012. David focuses on providing financial planning and portfolio management services for individuals. David's firm primarily provides financial planning and portfolio management services to individuals.
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.
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.
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PA
10/10/2013 - Present
Blue Horizon Wealth Management, LLC (JOHNSTOWN PA)
IA
Issued 09/19/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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