Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Medanich is a financial professional with over 40 years of experience in the industry. David is currently registered with Momentum Independent Network Inc. and Hilltop Securities Inc.. David holds a variety of licenses, including Series 7, 24, 50, 52, 53, 54, 63, 79, and SIE. David has a broad range of specializations and services including Financial Planning, Portfolio Management for Individuals, and Portfolio Management for Businesses. David's previous experience includes working with First Southwest Company, LLC in Fort Worth, TX. David is dedicated to providing his clients with personalized financial advice and guidance.
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.
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.
12b-1 fees
1
2
TX
08/18/2017 - Present
Momentum Independent Network Inc. (DALLAS TX)
TX
03/30/1982 - 01/22/2016
FIRST SOUTHWEST COMPANY, LLC (FORT WORTH TX)
BC
Issued 07/21/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2019
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 09/05/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/11/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2016
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 03/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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