Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Maximilian Kaszirer is a financial advisor who is currently registered with Fisher Investments. David has been working in the financial industry since June of 2020. Previously, David was associated with Trinity Wealth Securities, L.L.C. David holds a Series 66, Series 7 and SIE license. David specializes in providing financial advice and portfolio management to individuals, families, businesses, investment companies, and pooled investment vehicles.
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.
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.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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FL
02/02/2022 - Present
Fisher Investments (Tampa FL)
FL
08/14/2020 - 12/09/2020
TRINITY WEALTH SECURITIES, L.L.C. (tampa FL)
BOTH
Issued 07/15/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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