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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Cavaiani is an Investment Advisor Representative at United Advisors America. David has been in the financial services industry since 2014. David has a Series 65 license. David specializes in providing financial planning and portfolio management services to individuals and high net worth individuals. United Advisors America is a fee-only firm that provides financial planning and investment management services to individuals, families, and businesses. They have a team of experienced professionals who are dedicated to providing their clients with personalized advice and exceptional service.
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.
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.
A percentage of the total value of assets under management is charged.
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WI
07/24/2024 - Present
United Advisors America (Appleton WI)
IA
Issued 11/06/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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