Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Samuel Palkovitz is a financial advisor with Apollon Wealth Management, LLC. David has been working in the financial services industry since 2014. He has a Series 66, Series 7 and a SIE license. David is registered to provide investment advice in Georgia and South Carolina. David is a Certified Financial Planner.
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.
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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2
SC
02/28/2020 - Present
Apollon Wealth Management, LLC (MOUNT PLEASANT SC)
SC
05/27/2015 - 02/06/2020
JANNEY MONTGOMERY SCOTT LLC (COLUMBIA SC)
SC
10/13/2014 - 05/26/2015
JHS CAPITAL ADVISORS, LLC (COLUMBIA SC)
OH
04/03/2014 - 10/15/2014
NYLIFE SECURITIES LLC (SEVEN HILLS OH)
BOTH
Issued 10/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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