Unclaimed
David Nitsch is a financial advisor at D.a. Davidson & Co. with over 30 years of experience in the industry. David holds several industry licenses and certifications including the Series 63, Series 24, SIE, Series 5, and Series 7. He is licensed and registered in Washington state. David previously worked at Ceros Financial Services, Inc., Interpacific Investors Services, Inc., Allstate Financial Services, LLC, KMS Financial Services, Inc., Lincoln Financial Distributors, Inc., Capital Brokerage Corporation, Liberty Funds Distributor, Inc., Keyport Financial Services Corp., Essex National Securities, Inc., Invest Financial Corporation, NWNL Management Corporation, Anchor National Financial Services, Inc., Metric Capital Corporation, A. G. Edwards & Sons, Inc., and Dean Witter Reynolds Inc. David's specialties include providing financial planning and portfolio management services to individuals and businesses.
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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2
WA
04/24/2017 - Present
D.a. Davidson & Co. (SEATTLE WA)
MD
06/16/2014 - 11/12/2015
CEROS FINANCIAL SERVICES, INC. (ROCKVILLE MD)
WA
06/13/2011 - 01/08/2013
INTERPACIFIC INVESTORS SERVICES, INC. (SEATTLE WA)
WA
02/19/2009 - 07/17/2009
ALLSTATE FINANCIAL SERVICES, LLC (REDMOND WA)
WA
03/31/2008 - 12/23/2008
KMS FINANCIAL SERVICES, INC. (REDMOND WA)
PA
08/02/2007 - 03/17/2008
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
WA
10/11/2006 - 07/06/2007
KMS FINANCIAL SERVICES, INC. (REDMOND WA)
VA
10/23/2000 - 05/05/2006
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
MA
07/15/1999 - 09/18/2000
LIBERTY FUNDS DISTRIBUTOR, INC. (BOSTON MA)
MA
08/16/1995 - 07/15/1999
KEYPORT FINANCIAL SERVICES CORP. (WELLESLEY HILLS MA)
CA
12/02/1994 - 07/07/1995
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
WI
09/23/1992 - 12/05/1994
INVEST FINANCIAL CORPORATION (APPLETON WI)
CT
09/04/1991 - 10/14/1992
NWNL MANAGEMENT CORPORATION (WINDSOR CT)
NA
01/22/1990 - 07/05/1990
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
NA
06/16/1987 - 08/28/1989
METRIC CAPITAL CORPORATION
NA
02/05/1985 - 05/08/1987
A. G. EDWARDS & SONS, INC.
NA
06/28/1982 - 02/06/1985
DEAN WITTER REYNOLDS INC.
BC
Issued 07/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
BC
Issued 06/19/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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