Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Karl is a financial advisor with GWN Securities Inc. David has been in the financial services industry since 2006. David is a Certified Financial Planner and holds Series 7 and 66 licenses. David is registered to offer advisory services in Arizona, California, Florida, Maryland, Michigan, Missouri, and Ohio. In addition to his work with GWN Securities Inc., David also owns and operates CRG Advisors, an insurance business.
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.
In lieu of hourly fee, ia can charge a flat fee
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2
FL
02/26/2013 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
MI
07/06/2010 - 02/15/2013
LEGEND EQUITIES CORPORATION (GRAND RAPIDS MI)
MI
01/07/2006 - 07/06/2010
AXA ADVISORS, LLC (GRAND RAPIDS MI)
BOTH
Issued 09/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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