Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Schroll is a financial advisor with The Strategic Financial Alliance, Inc. located in Atlanta, Georgia. David Schroll has been working in the financial services industry since December 2008. David Schroll has a wide range of experience in the financial services industry. David Schroll is registered in Georgia and offers a variety of financial services including portfolio management for individuals and businesses, financial planning, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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GA
04/14/2022 - Present
THE Strategic Financial Alliance, Inc. (ATLANTA GA)
NE
05/25/2021 - 03/25/2022
SECURITIES AMERICA, INC. (LAVISTA NE)
GA
05/25/2021 - 03/25/2022
TRIAD ADVISORS LLC (ATLANTA GA)
GA
12/01/2016 - 03/25/2022
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
12/01/2016 - 03/25/2022
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
AZ
12/01/2016 - 03/25/2022
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
MN
12/01/2016 - 03/25/2022
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
AL
05/15/2015 - 11/08/2016
LPL FINANCIAL LLC (VESTAVIA HILLS AL)
GA
09/05/2013 - 04/15/2015
KALOS CAPITAL, INC. (ALPHARETTA GA)
GA
01/05/2007 - 07/18/2011
FSC SECURITIES CORPORATION (ATLANTA GA)
AL
01/24/2006 - 06/16/2006
AMERIPRISE FINANCIAL SERVICES, INC. (BIRMINGHAM AL)
BOTH
Issued 05/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/17/2016
Series 4 - Registered Options Principal Examination
BC
Issued 12/17/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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