Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Nute is an Investment Advisor Representative at Creative Retirement Planning, Inc. David has been in the industry since 1993 and has experience in providing financial planning, portfolio management for individuals, and educational seminars. David has a state-wide license as an Investment Advisor Representative. David previously held positions at KMS Financial Services, Inc., and Jackson National Financial Services, Inc.
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.
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.
1
2
WA
07/02/2016 - Present
Creative Retirement Planning, Inc. (Sequim WA)
WA
11/28/1997 - 12/16/1999
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
CA
10/25/1993 - 11/20/1997
JACKSON NATIONAL FINANCIAL SERVICES, INC. (LOS ANGELES CA)
BC
Issued 08/24/1993
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/28/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1993
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure David Nute is the right advisor for you? Invested Better is here to help.
