Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid K. Seitzer is an Investment Advisor Representative with Brookstone Wealth Advisors, LLC. David has been in the financial services industry since 2000. David is licensed to conduct securities business in South Carolina. Prior to joining Brookstone Wealth Advisors, LLC, David was employed by Alloy Wealth Holdings, LLC, DBA Alloy Investment Management, AlphaStar Capital Management, LLC, Center Street Advisors, Inc., and Foundations Investment Advisors, LLC. David holds the Series 6, Series 63, and Series 65 licenses. David specializes in retirement planning, college savings plans, investment management, estate planning, and insurance. David is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
1
2
SC
02/09/2023 - Present
Brookstone Wealth Advisors, LLC (Greenville SC)
ID
11/11/2003 - 03/30/2004
UNITED HERITAGE FINANCIAL SERVICES, INC. (MERIDIAN ID)
TX
05/03/2000 - 08/14/2001
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 06/12/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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