Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Paske is a financial advisor who has been in the industry since 1991. David is currently registered with Saxony Capital Management, LLC and has held previous roles at firms such as CITICORP INVESTMENT SERVICES, AMERITAS INVESTMENT CORP., HARRIS INVESTORLINE INC., and more. David specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Consulting fees to ria's, finders fees, fees third party manager
1
2
MO
04/03/2018 - Present
Saxony Capital Management, LLC (SAINT LOUIS MO)
NY
04/08/2002 - 08/19/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NE
02/27/2001 - 04/04/2002
AMERITAS INVESTMENT CORP. (LINCOLN NE)
WA
02/23/2001 - 04/03/2002
HARRIS INVESTORLINE INC. (SEATTLE WA)
WI
03/27/1997 - 02/07/2001
INVEST FINANCIAL CORPORATION (APPLETON WI)
MO
01/21/1997 - 04/04/1997
CLEARING SERVICES OF AMERICA, INC. (ST. LOUIS MO)
FL
04/28/1993 - 11/29/1996
NELSON IVEST BROKERAGE SERVICES, INC. (WINTER PARK FL)
NA
12/03/1990 - 03/23/1993
KEMPER FINANCIAL SERVICES, INC.
IA
Issued 08/13/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/29/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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