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 Jeter is a financial advisor with over 30 years of experience in the industry. Jeter is a Certified Financial Planner and specializes in financial planning, portfolio management, and investment management for individuals, businesses, and pooled investment vehicles. David is affiliated with Allegheny Financial Group Ltd. and has been registered with the firm since 2012. Previously, David held positions at various firms including Hantz Financial Services, Inc., Vestax Securities Corporation, Concord Brokerage Services, Inc., American Express Financial Advisors Inc. and IDS Life Insurance Company.
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.
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.
Performance based fees pd to gps of affiliated entities
1
2
PA
03/30/2012 - Present
Allegheny Financial Group Ltd. (PITTSBURGH PA)
MI
06/22/1999 - 03/28/2003
HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
OH
12/15/1997 - 06/25/1999
VESTAX SECURITIES CORPORATION (HUDSON OH)
MA
10/29/1997 - 12/17/1997
CONCORD BROKERAGE SERVICES, INC. (BOSTON MA)
MN
09/25/1991 - 10/25/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/25/1991 - 10/25/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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