Dave spent the first 25 years of his professional career in the field of education, where he taught, coached, and advised individuals and groups in a variety of subjects and life lessons. He then transitioned into finance and became a licensed banker, where he sold securities. Dave relies on decades of stock market and economic experience to help break down financial concepts, making them understandable, whether online, in person, or over the phone, for his clients. He currently holds Series 6, Series 63, and Insurance licenses.
This material is not a recommendation to buy, sell, hold, or roll over any asset, adopt an investment strategy, retain a specific investment manager or use a particular account type. It does not take into account the specific investment objectives, tax and financial condition or particular needs of any specific person. Investors should discuss their specific situation with their financial professional.
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