David Speckman
Financial Advisor - Managing Associate at Lifetime Financial Growth of Indianapolis, LLC
- Role
- Financial Advisor - Managing Associate at WestPoint Financial Group
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
About David Speckman
I provide total financial needs analysis through a network of experienced professionals…
Experience
Financial Advisor - Managing Associate
Apr 2024 — Present · Indianapolis, IN, US
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Managing Associate of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Lifetime Financial Growth of Indianapolis, LLC is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are notundertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, oraccounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
Skills
- Credit
- Financial Modeling
- Loans
- Securities
- Mortgage Lending
- Retirement Planning
- Insurance
- Investments
- Strategic Financial Planning
- Wealth Management
- Mutual Funds
- Financial Analysis
- Real Estate
- Finance
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