Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Lenvin is a financial advisor at Equitable Advisors, LLC, serving clients in the states of Arizona, California, Florida, Hawaii, Michigan, Montana, Oregon, South Carolina, Texas, Virginia, Washington, and Wisconsin. David has been working in the financial services industry since 2007 and is a Registered Representative with FINRA, the Financial Industry Regulatory Authority. David holds both Series 7 and Series 66 licenses. Equitable Advisors, LLC is a leading independent financial services firm. David is committed to providing his clients with personalized financial advice and investment strategies designed to help them achieve their financial goals.
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.
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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2
WA
08/02/2022 - Present
Equitable Advisors, LLC (SNOQUALMIE WA)
BOTH
Issued 09/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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