Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wesley Martin is an investment advisor representative for Splizer Invest. David has been in the industry for at least 10 years and is currently registered with DC, MD, VA and WV. David is a Series 65 and SIE licensed professional. Splizer Invest offers a range of services including financial planning, pension consulting and portfolio management for individuals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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VA
09/17/2024 - Present
Splizer Invest (NOKESVILLE VA)
IA
Issued 02/07/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
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