Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lee Cobb is an investment advisor representative with USA Financial Securities LLC in BELMONT, Michigan. David has been in the securities industry since 1994. David holds Series 6, Series 63, Series 65, and SIE licenses and has been registered with the state of Michigan since 2013. David is also registered with the states of Georgia, Florida, Indiana, Massachusetts, Minnesota, Ohio, and Wisconsin. David's current employment is with USA Financial Securities LLC. Prior to joining USA Financial Securities, David worked for TRANSAMERICA FINANCIAL ADVISORS, INC, HORNOR, TOWNSEND & KENT, INC., and NEW ENGLAND SECURITIES. David has also been a reserve deputy sheriff for the Kent County Sheriff Department since 2007. David has a strong commitment to serving the community. David is a member of the Ohio National Life Agent Advisory Council. David is a chartered financial consultant and a board member of David's House Ministries. David's office is located at 6011 WEST RIVER DRIVE SUITE C, BELMONT MI 49306. David is committed to helping clients achieve their financial goals. David offers financial planning, portfolio management for individuals, and selection of other advisers. David also offers investment advice and services for individuals, high net worth individuals, corporations or other businesses. David is committed to providing clients with personalized service and customized solutions.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
09/16/2013 - Present
USA Financial Securities LLC (BELMONT MI)
MI
02/07/2012 - 02/01/2013
TRANSAMERICA FINANCIAL ADVISORS, INC (BELMONT MI)
MI
03/16/2000 - 12/31/2006
TRANSAMERICA FINANCIAL ADVISORS, INC. (GRAND RAPPIDS MI)
PA
01/02/1997 - 03/14/2000
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NY
11/23/1990 - 12/31/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 04/01/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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