Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Scott Fitch is a financial advisor with over 25 years of experience in the financial services industry. David currently works at Principal Securities, Inc. based in Lansing, MI. David specializes in financial planning, pension consulting, and portfolio management for individuals. In addition, David is also a board member for ALL GOD'S CHILDREN.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
MI
01/31/2013 - Present
Principal Securities, Inc. (Lansing MI)
MI
10/01/2001 - 02/14/2013
SECURIAN FINANCIAL SERVICES, INC. (LANSING MI)
MI
01/01/1997 - 09/28/2001
CENTENNIAL FINANCIAL SERVICES, INC. (LANSING MI)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/28/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure David Fitch is the right advisor for you? Invested Better is here to help.
