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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Peter Suess is a financial advisor with Beacon Pointe Advisors, LLC. David is a CERTIFIED FINANCIAL PLANNER™ professional and has been in the industry for over 17 years. David holds Series 66 and Series 7 licenses, as well as the SIE exam. David has worked for a number of firms in the past, including Pruco Securities, LLC and MML Investors Services, LLC. David is registered to provide investment advice in Texas.
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.
Strategic management for diversified investment portfolios.
Consulting 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.
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CA
08/02/2019 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
TX
08/03/2017 - 07/29/2019
PRUCO SECURITIES, LLC. (IRVING TX)
TX
11/01/2002 - 08/01/2017
MML INVESTORS SERVICES, LLC (ADDISON TX)
BOTH
Issued 08/08/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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