Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Goldberg is a financial advisor with SPC. David is a registered representative in Michigan and Texas. He has over 35 years of experience in the financial industry. David is a Certified Financial Planner and specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and pension plans. David is also a registered representative in several states.
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
01/23/2015 - Present
SPC (ANN ARBOR MI)
MI
10/31/1997 - 03/19/1999
APEX CAPITAL, L.L.C. (HARPER WOODS MI)
NA
07/27/1990 - 11/06/1997
EAST - WEST CAPITAL CORPORATION
NA
06/01/1989 - 07/23/1990
HORIZONS INTERNATIONAL CORPORATION
CA
05/23/1989 - 06/06/1989
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
05/23/1985 - 05/23/1989
PENNSYLVANIA SECURITIES COMPANY
BC
Issued 03/15/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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