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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Roy Breuhan is a financial advisor with over 29 years of experience in the industry. David is currently registered with Gregory J. Schwartz & CO., Inc. in Bloomfield Hills, Michigan. David specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. David holds the Series 63, 65, and 7 licenses as well as the SIE and Series 79TO exams. David's clients include individuals, high net worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
05/27/2010 - Present
Gregory J. Schwartz & CO., Inc. (BLOOMFIELD HILLS MI)
IA
Issued 08/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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