Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Weitzenfeld is a financial professional with a career spanning over 15 years. David is a Series 24 and Series 7 licensed representative, currently registered with TIAA-Cref Individual & Institutional Services, LLC. Previously, David worked with JANUS DISTRIBUTORS LLC. David focuses on providing financial planning and portfolio management services to individuals and institutions. David's expertise covers a range of financial needs, including investments, retirement planning, and wealth management.
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.
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.
Compensation from affiliates
1
2
CO
05/25/2016 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
06/22/2006 - 02/19/2015
JANUS DISTRIBUTORS LLC (DENVER CO)
BC
Issued 05/21/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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