|Other Names:||David Gordon Kieinik, David Gordon Kleinik|
Financial Advisor And Recruiter Jacksonville, Fl
David Gordon Kleinik is a Financial Advisor at PFS Investments Inc. in Jacksonville, FL. David primarily manages accounts for individuals, corporations and small businesses. Also helps family's in the area of life insurance and debt solutions. This broker is registered with FINRA. This advisor's firm is SEC-registered.
David ...(see more)
February 22, 2012 - This Forbes Article discusses the importance of having a financial advisor and knowing the rules to your IRA to make sure you don't get hit with a penalty on your retirement money which could hurt your financial game plan. make sure you sit down with a financial advisor before making any adjustment to your 401k or IRA to ensure you don't hit a penalty landmine.
February 2012 - This Kiplinger article discusses the debt issue facing most Americans in today's economy and how to improve your debt situation as a financial advisor I see far to many clients facing to much debt and not enough savings which puts them behind their financial gameplan and slows their financial progress to retirement.
February 21, 2012 - This Wall Street Journal Article discusses 10 ways to get the most bang out of your IRA of course discuss the options with you financial advisor before making any moves and your tax advisor. a financial advisor will be able to walk you through the proccess of consildating your 401k and IRA accounts.
February 22, 2012 - This CNN Money Article discusses a subject long overdue banks have been taking fees from their clients claiming they were "reporting fees" and pocketing the money instead in my eyes as a financial advisor who lives in Jacksonville, Fl a city with an average credit Card well above $18,000. banks don't need to any more fees to make money.
May 24, 2011 - In this Smart Money article they discuss the option's ex-employees have when it come to their 401k account. In deciding what to do with their account the article recommends consulting with a Financial Advisor to assist them with the best decision. As a Financial Advisor I believe this article will serve as a 401k how to tool and gives the Pros and Cons of the 401k options, Like Cashing Out and Rollover's. Discussing the option with a Financial Advisor may save you a lot of time and misunderstanding.
This Article discusses the 401k changes effective in January of 2012 -Which Poses the question is your corporation ready for your employees to know what they pay for their 401ks?
July 19, 2011 - 3 Years = 150 Months? Anytime you start with your family's financial planning a good Advisor doesn't just look at your asset's like 401k's and IRA's but also helps you establish a plan to get debt free.
January 1, 2010 - This Smart Money Article Answers Which is better Life Insurance for your family... Term Insurance which provides coverage for a Specific Length of Time (Term) until you nest egg or retirement account is built up to a point in which a death will not negatively affect you family financially
NOVEMBER 19, 2011 - This Wall Street Journal piece discusses 401k plans that may have too much company stock. Also discussed are the dangers of unbalanced asset allocation including an over allocation of company-stock in 401k plans.
|Corporations or Other Businesses|
|High Net Worth Individuals|
*The Client Types data displayed has been entered by the advisor and has not been verified.
|Primerica Advisors||6 years, 10 months||May 2007 - Present|
|Primerica Financial Services||7 years, 7 months||Aug 2006 - Present|
|F.S.C.J.||3 years, 9 months||Aug 2006 - May 2010|
|Regency Elect||7 months||Aug 2005 - Mar 2006|
|Double H||3 months||May 2005 - Aug 2005|
|Highschool||8 years, 9 months||Aug 1996 - May 2005|
No Disclosures Found
1 Final Judgment
|As of Date||
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
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|Uniform Investment Adviser Law Examination||Series 65||10/03/2011|
|Investment Company Products/Variable Contracts Representative Examination||Series 6||06/26/2007|