Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Smithers Barsan is a financial advisor with SPC. David has been in the financial industry since 2006. David has worked for both Sigma Financial Corporation and Michael J. Penn CPA. David has a Series 66, SIE, and Series 7 license. David is registered in the state of Michigan as both a Broker-Dealer and an Investment Advisor. David is also registered in Ohio as a Broker-Dealer and in South Carolina as an Investment Advisor. David's firm offers a range of services including Financial Planning, Pension Consulting, Educational Seminars, Portfolio Management for Businesses, Portfolio Management for Individuals, and Selection of Other Advisors. David also has other business interests, including ownership in a local restaurant and a massage business.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consultation services
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 attendance fees
1
2
MI
01/22/2010 - Present
SPC (Ann Arbor MI)
BOTH
Issued 03/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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