Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kruis is a financial advisor with Belleair Wealth Management, LLC based in Belleair Bluffs, FL. David has over 20 years of experience in the financial services industry. David is registered with the state of Florida. David has passed the Series 7, Series 63, and Series 65 exams. David specializes in providing portfolio management for 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.
Helps you choose top advisors aligned with your financial 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.
A percentage of the total value of assets under management is charged.
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FL
04/28/2015 - Present
Belleair Wealth Management, LLC (BELLEAIR BLUFFS FL)
FL
02/19/2016 - 12/16/2019
CALTON & ASSOCIATES, INC. (Belleair Bluffs FL)
FL
01/21/2003 - 03/02/2015
AMERICAN WEALTH MANAGEMENT, INC. (SEMINLOE FL)
FL
12/06/2000 - 01/22/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
BC
Issued 06/06/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/24/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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