Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Charnot is a financial advisor with Avantax Advisory Services, specializing in financial planning and investment management for individuals and businesses. David has been in the financial services industry since 2018, and holds a Series 7 and Series 66 license. He is also a registered Investment Advisor in Illinois. David previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Avantax Investment Services, Inc.. In addition to his work as a financial advisor, David also operates Strategize Tax LLC, a tax preparation business.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
11/26/2021 - Present
Avantax Advisory Services (DALLAS TX)
IL
10/18/2020 - 11/30/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
IL
03/09/2018 - 09/10/2020
AVANTAX INVESTMENT SERVICES, INC. (Orland Park IL)
BOTH
Issued 07/02/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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