Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Peck is a financial advisor and registered representative with Summit Global Investments, LLC. David has been in the industry since 2000. David has passed the Uniform Investment Adviser Law Examination and the Uniform Securities Agent State Law Examination. David provides financial planning services, portfolio management, and analytical services for individuals, businesses, investment companies, and pooled investment vehicles. David is a Silent Partner/Investor in REMMIZ1 IRONHORSE LLC and a Delivery Station Warehouse Associate with Amazon, INC. David is also a Financial Representative with College Loan Freedom Organization and a Broker/Owner for D.W. Peck and Co.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Analytical 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.
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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CO
09/11/2024 - Present
Summit Global Investments, LLC (Highlands Ranch CO)
Active
Inactive
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