Unclaimed
David Mitchell Kanter is a partner and practicing attorney at Kanter & Wishnow, Chartered, located in Bethesda, Maryland. David has been providing general legal services to individuals and business entities since 1975. David joined Burt Wealth Advisors in 2010. David is registered as an Investment Advisor Representative (IAR) in Maryland. David is a Series 65 license holder and holds a Uniform Investment Adviser Law Examination license. David specializes in providing financial planning and investment advisory services to individuals and businesses. David's practice focuses on high net worth individuals and individuals other than high net worth.
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.
Helps you choose top advisors aligned with your financial goals.
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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MD
02/11/2011 - Present
Burt Wealth Advisors (NORTH BETHESDA MD)
IA
Issued 02/10/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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