Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Stevens is a financial advisor with over 30 years of experience in the industry. David has a strong background in financial planning, portfolio management, and retirement planning. David is currently registered with Geneos Wealth Management, Inc. and A&I Wealth Management. David provides a variety of services to individuals, businesses, and charitable organizations. David is committed to providing personalized financial advice and guidance 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.
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.
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2
CO
04/01/2008 - Present
Geneos Wealth Management, Inc. (LONE TREE CO)
CO
01/30/1994 - 04/24/2008
ROYAL ALLIANCE ASSOCIATES, INC. (ENGLEWOOD CO)
MA
07/31/1992 - 01/18/1994
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
FL
02/14/1989 - 08/31/1992
FARWEST SECURITIES, INC. (TAMPA FL)
MO
12/23/1988 - 01/19/1989
B.C. CHRISTOPHER SECURITIES CO. (KANSAS CITY MO)
MO
10/11/1988 - 12/23/1988
MORISON SECURITIES, INC. (KANSAS CITY MO)
MA
01/22/1986 - 10/24/1988
SMA EQUITIES, INC. (WORCESTER MA)
IA
Issued 05/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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