Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lewis Fransko is a financial advisor with over 20 years of experience in the industry. David is a registered representative with Four Financial Management and Provizr, both independent investment advisor firms. David is also a registered investment advisor with both firms and provides financial planning, portfolio management, and selection of other advisors to individuals and high-net-worth individuals.
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.
A percentage of the total value of assets under management is charged.
Referral compensation
1
2
MI
10/25/2016 - Present
Four Financial Management (ANN ARBOR MI)
MI
03/14/2001 - 11/25/2008
AMERIPRISE ADVISOR SERVICES, INC. (ANN ARBOR MI)
BOTH
Issued 08/28/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/27/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/13/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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