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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Michael Linsky is a financial advisor with Centaurus Financial, Inc. David has been in the financial services industry since 2017. David's experience includes working as a financial advisor with Concorde Investment Services, LLC in Juno Beach, Florida. David holds a Series 7, Series 66, and a SIE license. David is licensed in Florida and Minnesota and specializes in helping individuals, high-net-worth individuals, and corporations with financial planning, investment management, and educational seminars.
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.
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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CA
05/07/2024 - Present
Centaurus Financial, Inc. (ANAHEIM CA)
FL
09/26/2017 - 05/01/2018
CONCORDE INVESTMENT SERVICES, LLC (Juno Beach FL)
BOTH
Issued 10/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/14/2022
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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