Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Brink is a financial advisor with Avantax Advisory Services. David has been in the financial services industry since November 2016. He has a Series 7 and Series 66 license and has completed the Securities Industry Essentials Examination. David has a diverse background, including experience as a CPA and Treasurer for various organizations. He has worked with clients of all types, including individuals, businesses, and pension plans. David is passionate about helping his clients achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
OH
10/25/2019 - Present
Avantax Advisory Services (Norwalk OH)
OH
11/07/2016 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (Norwalk OH)
BOTH
Issued 11/17/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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