Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Nabity is a financial advisor with over 40 years of experience in the financial services industry. David has worked with Lion Street Advisors since 2014, bringing with him a wealth of experience from previous roles at Walnut Street Securities, Valmark Securities, and Guardian Investor Services Corporation. He is a Registered Representative and an Investment Advisor Representative and holds the Series 6, 7, 22, 63, and 65 licenses. David is also a Chartered Financial Consultant and has experience working with a variety of clients including individuals, high-net-worth individuals, and pension and profit-sharing plans.
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.
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
NE
02/02/2023 - Present
Lion Street Advisors, LLC (Omaha NE)
NE
02/13/2004 - 12/15/2014
VALMARK SECURITIES, INC. (OMAHA NE)
CA
01/23/1998 - 03/03/2004
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
07/20/1995 - 01/21/1998
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
10/05/1987 - 07/20/1995
WALNUT STREET SECURITIES, INC.
CA
09/18/1986 - 07/20/1995
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
04/01/1987 - 10/13/1987
FEDERATION FOR FINANCIAL INDEPENDENCE, INC.
NA
03/25/1987 - 04/13/1987
WALNUT STREET SECURITIES, INC.
NA
09/22/1986 - 02/24/1987
BERTHEL, FISHER & FLEISCHMAN FINANCIAL SERVICES, INC.
NA
05/20/1985 - 09/10/1986
AMERICORP SECURITIES COMPANY, INC.
NA
01/07/1982 - 04/10/1985
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
IA
Issued 01/07/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/1992
Series 7 - General Securities Representative Examination
BC
Issued 11/02/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/30/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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