Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Greene is a financial advisor with USA Financial Securities LLC in ADA, MI. David has been working in the financial industry since 1995 and has a broad range of experience. David is registered with FINRA and the state of Michigan and has a Series 7, Series 6, Series 63 and Series 65 licenses. In addition to David's work with USA Financial Securities LLC, David also provides insurance and annuities sales, tax preparation, small business bookkeeping, consulting and back office support through his own businesses Beacon Financial Group and DLG Enterprises LTD. David is committed to providing personalized financial advice and helping clients reach their financial goals. David is also involved in financial education and provides educational workshops on financial topics for no compensation.
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
10/10/2012 - Present
USA Financial Securities LLC (ADA MI)
NV
04/13/2005 - 03/23/2009
ING FINANCIAL PARTNERS, INC. (HENDERSON NV)
NY
11/04/1996 - 04/12/2005
PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)
NJ
10/30/1995 - 10/30/1996
INVESTMENT ADVISORS & CONSULTANTS, INC. (WEST LONG BRANCH NJ)
IA
Issued 08/13/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/27/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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