Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Paul Feiler is a financial professional who has been in the industry since February 2004. David is currently registered with Next Financial Group, Inc. in Arizona and Texas. David also has previous registrations with CRI Securities, LLC and Securian Financial Services, Inc., both in Arizona. David has successfully completed the Uniform Combined State Law Examination (Series 66), the Securities Industry Essentials Examination (SIE) and the General Securities Representative Examination (Series 7). David has experience providing investment and insurance recommendations, as well as real estate.
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.
Seminar/workshop attendance fees
1
2
AZ
07/09/2024 - Present
Next Financial Group, Inc. (PHOENIX AZ)
AZ
01/15/2004 - 05/01/2013
CRI SECURITIES, LLC (PHOENIX AZ)
AZ
01/15/2004 - 05/01/2013
SECURIAN FINANCIAL SERVICES, INC. (PHOENIX AZ)
BOTH
Issued 12/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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