Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Sawinski is a financial advisor who has been in the industry since 1988. David is currently registered with Asset Allocation Strategies, LLC in Michigan and is licensed to provide financial advice in several states. David has a broad range of experience in the financial services industry including providing financial planning, investment management, and insurance services. David is committed to providing clients with personalized financial advice and helping 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.
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
MI
07/31/2020 - Present
Asset Allocation Strategies, LLC (FARMINGTON MI)
NY
06/15/1999 - 04/25/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
03/08/1995 - 05/26/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
MA
12/11/1994 - 02/09/1995
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NJ
03/04/1988 - 10/21/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
03/04/1988 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 07/28/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/26/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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