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 Zolt is a registered investment advisor representative of Westlake Advisors. David has been in the industry since May 2007. David holds a Certified Financial Planner designation. David specializes in providing financial planning, pension consulting, and portfolio management services to individuals. The firm has approximately 10 clients. Westlake Advisors provides financial planning, pension consulting, and portfolio management services to individuals.
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.
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.
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OH
05/30/2007 - Present
Westlake Advisors (LAKEWOOD OH)
Active
Inactive
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