Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Mark Baranek is a financial professional with over 20 years of experience in the industry. David is currently registered with Summit Financial, LLC and provides financial advisory services. David has also held previous roles with Summit Equities, Inc. and Summit Financial Resources, Inc. In addition to his financial advisory work, David is also a Managing Member of RBB Realty, LLC and a Senior Partner, Member and President of Rothbart, Baranek & Baron, LLC.
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.
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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NJ
01/03/2019 - Present
Summit Financial, LLC (MADISON NJ)
NJ
12/24/1998 - 09/19/2018
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
BOTH
Issued 01/13/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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