Goals for our clients...
- Safety 1st
- Reasonable Rate of Return
- Systematic Income
- Keep it simple
David’s Qualifications and Education
- President – BeeSure Services, Inc.
Bradenton, Florida
- President – BeeSure Wealth Management, Inc.
Bradenton, Florida
- Recognized by the State of Florida as a Registered Investment Advisor, RIA
- Certified Tax Specialist
- Certified Senior Advisor
- Series “65” Registration – Registered Investment Advisor with FINRA
- Florida Variable Annuity License
- Florida Life Insurance License – Covers fixed life insurance
- Florida Variable Life Insurance License – Covers variable life insurance
- Florida Health Insurance License – Covers health, disability, and long term care insurance
- David has currently completed half of the course materials for an advanced planning degreee
- Over 16 years experience in financial planning and safe money management.
- Board member for the REACH for Life Community Foundation.
- Volunteers as a legal guardian for mentally impaired individuals.