Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Miles Szabla is a financial advisor who works with individuals, families, corporations, and institutions. David has over 10 years of experience in the financial services industry. David specializes in providing financial planning, investment management, and retirement planning services. David holds the Series 66, Series 7, and SIE securities licenses and is a Certified Financial Planner (CFP®). David is currently employed with Beacon Pointe Advisors, LLC.
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.
Strategic management for diversified investment portfolios.
Consulting 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.
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CA
12/13/2021 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
CA
10/31/2016 - 12/07/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BURBANK CA)
WA
10/24/2013 - 10/13/2016
VOYA FINANCIAL ADVISORS, INC. (BELLEVUE WA)
BOTH
Issued 11/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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