Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Desalvo is a financial advisor with Balanced Wealth Group LLC. He specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. He has been in the financial industry since 2020 and has a strong understanding of the market. David is dedicated to helping clients achieve their financial goals and is committed to providing them with the personalized service they deserve.
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.
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.
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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OH
11/02/2023 - Present
Balanced Wealth Group LLC (WESTLAKE OH)
OH
07/16/2022 - 11/10/2023
AMERIPRISE FINANCIAL SERVICES, LLC (WESTLAKE OH)
BOTH
Issued 09/03/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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