Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Montermini is an investment advisor representative at Advisor Share Wealth Management. David has been in the industry since 2001 and is registered with the state of Washington. David specializes in providing financial planning services, comprehensive asset management, and portfolio management for businesses and individuals. David is also a licensed life and health insurance agent and is the president of Dreck Inc. DBA Montermini Investments & Insurance.
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.
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.
Comprehensive asset management platform provider
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.
Investment platform fees
1
2
WA
05/15/2024 - Present
Advisor Share Wealth Management (VANCOUVER WA)
IA
Issued 07/11/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure David Montermini is the right advisor for you? Invested Better is here to help.
