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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 Levorchick is a financial advisor with Spire Wealth Management, LLC based in Sidney, OH. David has over 18 years of experience in the financial services industry. David has a wide range of experience and is registered with the state of Ohio as both a Registered Representative and an Investment Advisor Representative. David has passed the Series 63, Series 65, Series 7 and the SIE exams. David is experienced in offering financial planning, investment advisory, retirement planning, estate planning, insurance and divorce planning services to individuals, families, and businesses. David previously worked for E.K. RILEY INVESTMENTS, LLC and U.S. BANCORP INVESTMENTS, INC., as well as several other firms.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Insurance, retirement & estate planning, divorce planning
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.
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2
OH
08/21/2020 - Present
Spire Wealth Management, LLC (Sidney OH)
OH
12/15/2014 - 09/17/2020
EK RILEY INVESTMENTS, LLC (Sidney OH)
OH
01/04/2008 - 11/03/2014
U.S. BANCORP INVESTMENTS, INC. (BOTKINS OH)
OH
09/28/2005 - 01/02/2008
NATCITY INVESTMENTS, INC. (HUBER HEIGHTS OH)
IL
11/10/2004 - 09/15/2005
MWA FINANCIAL SERVICES, INC. (ROCK ISLAND IL)
IA
Issued 12/10/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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