Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Rosell is an investment advisor representative with Valmark Advisers, Inc. David has been in the industry since 2000. David currently provides advisory services to individual and business clients, including financial planning, pension consulting, and portfolio management.
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.
Strategic management for diversified investment portfolios.
Consulting
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
OR
08/19/2020 - Present
Valmark Advisers, Inc. (Bend OR)
OR
02/08/2001 - 06/25/2008
AXA ADVISORS, LLC (BEND OR)
NY
03/22/2000 - 10/02/2000
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 04/07/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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