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 Nitz is an investment advisor representative with Kestra Advisory Services, LLC in Urbandale, Iowa. David has been in the financial services industry since 1988. David works with individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations and other businesses. David's advisory services include financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
IA
04/18/2016 - Present
Kestra Advisory Services, LLC (URBANDALE IA)
IA
04/01/2010 - 08/26/2014
FINANCIAL TELESIS INC (URBANDALE IA)
IA
06/13/2007 - 04/01/2010
NFP SECURITIES, INC. (URBANDALE IA)
CA
06/01/2005 - 05/29/2007
NNN CAPITAL CORP. (SANTA ANA CA)
TN
06/30/2003 - 06/09/2005
ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC. (NASHVILLE TN)
CO
12/04/2000 - 07/02/2003
TRANSAMERICA CAPITAL, INC. (DENVER CO)
FL
05/04/1999 - 12/12/2000
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
10/18/1988 - 04/05/1999
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NA
04/18/1988 - 08/17/1988
FIRST INVESTORS CORPORATION
IA
Issued 07/27/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/19/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/1991
Series 7 - General Securities Representative Examination
BC
Issued 04/15/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Nitz is the right advisor for you? Invested Better is here to help.
