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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Keosaian is a financial advisor with Horizons Planning Corp. in Ann Arbor, MI. David has been in the financial industry since 1993. David has a broad range of experience in financial planning, portfolio management, and retirement planning. David also has experience with tax preparation and accounting.
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.
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.
A percentage of the total value of assets under management is charged.
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MI
04/25/2023 - Present
Horizons Planning Corp. (ANN ARBOR MI)
MI
04/19/2002 - 04/17/2003
EQUITAS AMERICA, LLC (FARMINGTON HILLS MI)
AZ
07/23/1993 - 04/22/2002
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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