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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 Michel Haik is a financial advisor at SPC, a firm that has been in business since 2022. David has been in the financial industry since 1997 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. David is registered with the state of Kansas, Louisiana, and Missouri.
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
07/01/2022 - Present
SPC (ANN ARBOR MI)
MO
01/02/2018 - 05/27/2022
INFINEX INVESTMENTS, INC. (Kansas City MO)
KS
02/01/2017 - 12/31/2017
INVEST FINANCIAL CORPORATION (KANSAS CITY KS)
KS
09/14/2015 - 02/28/2017
BANKERS & INVESTORS CO. (KANSAS CITY KS)
KS
11/06/2013 - 03/21/2014
BANCWEST INVESTMENT SERVICES, INC. (OVERLAND PARK KS)
MO
08/01/2012 - 10/07/2013
BMO HARRIS FINANCIAL ADVISORS, INC. (KANSAS CITY MO)
MO
02/09/2011 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (KANSAS CITY MO)
MO
08/22/2006 - 02/02/2011
U.S. BANCORP INVESTMENTS, INC. (KANSAS CITY MO)
MO
04/08/2005 - 08/18/2006
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
FL
03/02/2001 - 12/08/2004
INTERSECURITIES, INC. (ST. PETERSBURG FL)
LA
07/14/1999 - 03/05/2001
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
MO
11/04/1997 - 06/10/1999
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
KS
12/15/1994 - 08/28/1997
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 12/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/14/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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