Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lloyd Blisk is a financial advisor with over 30 years of experience in the financial services industry. David has worked with Spire Wealth Management, LLC since 2002, holding a variety of roles, including registered representative and investment advisor representative. Previously, David worked with Cambridge Investment Research, Inc., Lockwood Financial Services, Inc., Smith Barney Inc., and Lehman Brothers Inc. David's areas of specialization include Retirement Planning, College Savings Plans, and Estate Planning. He also provides services in the areas of Portfolio Management, Insurance, and Business Planning. David holds a Series 7, Series 3, Series 63, Series 65, Series 24, and Series 51 license and is registered in 40 states. David is committed to providing personalized financial advice to help his 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Insurance, retirement & estate planning, divorce planning
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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VA
01/14/2002 - Present
Spire Wealth Management, LLC (MCLEAN VA)
VA
01/02/2002 - 11/02/2007
CAMBRIDGE INVESTMENT RESEARCH, INC. (MCLEAN VA)
PA
02/14/1997 - 12/31/2001
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
NY
07/31/1993 - 02/24/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
07/24/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 08/02/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/14/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1991
Series 3 - National Commodity Futures Examination
BC
Issued 07/22/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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