Unclaimed
David Schabacker is an investment advisor representative at SPC. David has been in the industry since October 1993, and has a strong background in financial planning and portfolio management. David has held previous roles with various firms, including LPL Financial, Cetera Investment Services LLC, and Edward Jones. 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.
Consultation services
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.
Seminar attendance fees
1
2
MI
08/28/2020 - Present
SPC (ANN ARBOR MI)
MI
12/06/2016 - 11/29/2019
CETERA INVESTMENT SERVICES LLC (SHELBY MI)
MI
03/31/2011 - 01/04/2017
LPL FINANCIAL LLC (ROCHESTER MI)
MI
03/15/2007 - 04/01/2011
SAGEPOINT FINANCIAL, INC. (LAPEER MI)
MI
11/08/2006 - 03/08/2007
SIGMA FINANCIAL CORPORATION (CLINTON TOWNSHIP MI)
MI
07/25/2005 - 10/31/2006
COMERICA SECURITIES (DETROIT MI)
IL
01/24/2005 - 03/29/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MO
05/30/2003 - 01/19/2005
EDWARD JONES (ST. LOUIS MO)
OH
06/25/1998 - 06/06/2003
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
08/17/1998 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
SC
02/06/1998 - 06/30/1998
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MI
05/25/1993 - 02/10/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 04/26/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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