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 White is a financial advisor with over 29 years of experience in the industry. David is currently registered with SPC, where David provides financial planning and investment advice to a range of clients, including individuals, businesses, and pension plans. David is also registered with the state of Michigan. David has a proven track record of success in helping clients achieve their financial goals. In addition to his financial services experience, David is involved in property management.
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
02/18/2010 - Present
SPC (ALLEN PARK MI)
FL
04/02/1993 - 07/19/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MI
07/08/2004 - 07/08/2004
SIGMA FINANCIAL CORPORATION (ANN ARBOR MI)
BOTH
Issued 08/25/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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