Unclaimed
David Samuel Bleeck is an Investment Advisor Representative with Miracle Mile Advisors, LLC. David has been in the industry since June 2010. He has a Series 65 license and is registered with the state of California. David is affiliated with Miracle Mile Advisors, LLC, which has offices in Los Angeles and Santa Monica. David is experienced in providing financial planning and portfolio management services to a wide range of clients, including individuals, high-net-worth individuals, corporations, and pension plans. David is also a Certified Public Accountant and has experience in accounting and bookkeeping.
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.
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CA
07/05/2022 - Present
Miracle Mile Advisors, LLC (LOS ANGELES CA)
IA
Issued 07/05/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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