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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 John Marotta is an investment advisor representative at Marotta Wealth Management, Inc. David John Marotta is registered with the state of Virginia and has been in the industry since December 1998. David John Marotta has earned the Certified Financial Planner designation and is licensed to provide financial planning, pension consulting, and portfolio management for businesses and individuals. David John Marotta's firm offers services in portfolio management, financial planning, educational seminars, and selection of other advisors.
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.
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.
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VA
03/08/2007 - Present
Marotta Wealth Management, Inc. (CHARLOTTESVILLE VA)
IA
Issued 03/07/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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