Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Spitz is a financial advisor who has been in the industry since August 6, 2009. David currently works at Columbia Management Investment Advisers, LLC in Boston, MA. David Spitz holds a Series 7, Series 6, Series 63, and Series 65 licenses, as well as the SIE. David Spitz has worked at Santander Securities LLC, and NYLIFE Securities LLC. David specializes in asset allocation, credit analysis, and investment management for businesses, individuals, and investment companies.
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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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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2
MA
06/03/2014 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
MA
09/19/2012 - 03/10/2014
SANTANDER SECURITIES LLC (BOSTON MA)
MA
04/17/2009 - 06/04/2012
NYLIFE SECURITIES LLC (WALTHAM MA)
IA
Issued 05/21/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/16/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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