Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Leisring is a financial advisor at Berthel, Fisher & Co. Financial Services, Inc. He has over 2 years of experience in the financial services industry. David holds the Series 66, Series 7TO, and SIE licenses and is registered in Colorado, Indiana, and Ohio. He provides financial planning and portfolio management services to individuals and high-net-worth individuals. David is passionate about helping clients reach 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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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OH
10/24/2023 - Present
Berthel, Fisher & Co. Financial Services, Inc. (WEST CHESTER OH)
BOTH
Issued 12/09/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 09/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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