Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Flora is a registered representative with Transamerica Retirement Advisors, LLC. David has been in the industry since 2011. David is licensed in 52 states and the District of Columbia. David's specializations include Retirement Planning, College Savings, Estate Planning and Insurance. David's previous experience includes Edward Jones and Transamerica Financial Advisors, Inc.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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
MN
09/23/2014 - Present
Transamerica Retirement Advisors, LLC (Blaine MN)
MN
06/03/2011 - 09/19/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (ST. PAUL MN)
MO
11/18/2010 - 01/03/2011
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 12/03/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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