Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid William Weinert has been in the financial services industry since 1999. David is a registered representative with Lifemark Securities Corp. and holds his Series 6, Series 63, and SIE licenses. David has previous experience with Foresters Equity Services, Inc. and Royal Alliance Associates, Inc. David specializes in Financial Planning, Selection of Other Advisers 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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MI
11/01/2018 - Present
Lifemark Securities Corp. (Troy MI)
CA
08/12/2010 - 11/08/2018
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
MI
05/11/1999 - 08/05/2010
ROYAL ALLIANCE ASSOCIATES, INC. (TROY MI)
BC
Issued 06/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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