Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Martin Boike is a financial advisor with Retirement Resources, LLC. David has been working in the financial services industry since 1982 and has a deep understanding of the investment landscape. David specializes in providing financial planning, educational seminars and portfolio management services for individuals and businesses. David also holds the designation of Chartered Financial Consultant. In addition to his role as a financial advisor, David is also an independent insurance agent.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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MI
01/01/2025 - Present
Retirement Resources, LLC (AUBURN HILLS MI)
MI
03/27/2009 - 10/15/2009
SUMMIT BROKERAGE SERVICES, INC. (FLINT MI)
MI
08/02/2002 - 03/31/2009
MUTUAL SERVICE CORPORATION (FLINT MI)
OH
05/20/1997 - 08/28/2002
VESTAX SECURITIES CORPORATION (HUDSON OH)
OH
11/09/1992 - 05/27/1997
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
FL
11/12/1986 - 11/13/1992
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
NA
10/11/1985 - 12/04/1986
AMERICAN CAPITAL FINANCIAL SERVICES, INC.
NA
04/02/1982 - 10/03/1983
NML EQUITY SERVICES, INC.
BC
Issued 12/13/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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