Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Renko is an investment advisor with Avantax Advisory Services. David has been in the financial industry since November 1993. David is licensed to provide investment advice in Georgia and North Carolina. David is a registered representative of Avantax Investment Services, Inc. and an investment advisor representative of Avantax Advisory Services.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
04/27/2023 - Present
Avantax Advisory Services (DALLAS TX)
CA
03/24/2022 - 04/26/2023
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
CO
03/24/2022 - 04/26/2023
CETERA ADVISORS LLC (GREENWOOD VILLAGE CO)
IL
03/24/2022 - 04/26/2023
CETERA FINANCIAL SPECIALISTS LLC (SCHAUMBURG IL)
MN
03/24/2022 - 04/26/2023
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
TX
04/19/2017 - 05/20/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (THE WOODLANDS TX)
NC
08/14/2013 - 04/18/2017
MORGAN STANLEY (DURHAM NC)
NY
04/19/2012 - 07/18/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
GA
06/01/2009 - 10/01/2009
MORGAN STANLEY SMITH BARNEY (ATLANTA GA)
GA
12/06/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
NY
08/27/1993 - 09/16/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CO
02/06/1992 - 08/30/1993
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
CO
11/24/1990 - 04/03/1991
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
CO
09/20/1988 - 12/03/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
BOTH
Issued 06/19/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/05/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/05/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/27/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/28/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/01/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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