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 Davis is a financial advisor with SPC, an investment firm. David has been in the industry since December 2012 and has experience working with a variety of clients including individuals, high-net-worth individuals, charitable organizations, and pension plans. David is registered to provide investment advice in Colorado, Georgia, Michigan, and Virginia.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
07/01/2023 - Present
SPC (Lansing MI)
MI
07/01/2016 - 05/30/2023
INFINEX INVESTMENTS, INC. (Howell MI)
MI
07/08/2015 - 07/01/2016
ESSEX NATIONAL SECURITIES, LLC (Okemos MI)
MI
01/28/2013 - 06/24/2015
PRINCOR FINANCIAL SERVICES CORPORATION (Lansing MI)
MI
12/05/2012 - 02/14/2013
SECURIAN FINANCIAL SERVICES, INC. (LANSING MI)
BOTH
Issued 12/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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