Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Alexander is a financial advisor at Goelzer Investment Management. David has over 20 years of experience in the financial services industry. David is a CERTIFIED FINANCIAL PLANNER™ and a CHARTERED FINANCIAL CONSULTANT® and has a strong focus on serving individuals, families, and businesses. David is dedicated to providing comprehensive financial planning and investment management services tailored to each client's individual needs.
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.
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.
Portfolio monitoring/consulting
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
IN
06/06/2022 - Present
Goelzer Investment Management (CARMEL IN)
IN
06/02/2005 - 01/15/2009
WELLS FARGO INVESTMENTS, LLC (INDIANAPOLIS IN)
TX
06/16/1999 - 06/08/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MA
11/18/1997 - 04/12/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 07/09/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/27/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/09/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/15/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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