Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Bear is an investment advisor at The Ameriflex Group, specializing in wealth management, financial planning and investment advisory services. David has been in the financial industry since 2009 and is registered with FINRA and the SEC. David is a Certified Financial Planner and holds Series 6, 7, 63 and 65 licenses. David is committed to providing personalized financial guidance and investment strategies to help clients 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.
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.
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
CO
04/02/2024 - Present
THE Ameriflex Group (Greenwood Village CO)
CO
08/13/2015 - 04/11/2024
PRUCO SECURITIES, LLC. (Greenwood Village CO)
FL
06/22/2009 - 08/21/2015
J.W. COLE FINANCIAL, INC. (TAMPA FL)
BC
Issued 09/10/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/23/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/19/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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