David Whitman, CFP
Strategic Investments & Insurance
Certified Financial Planner in Boca Raton, FL
Address:7000 W. Palmetto Park Road, Suite 210
Boca Raton, FL 33433
About David Whitman
David Whitman is a financial professional at Strategic Investments & Insurance located in Boca Raton, Florida. David Whitman holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
David Whitman provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
David Whitman7000 W. Palmetto Park Road, Suite 210
Boca Raton, FL 33433
Phone Number:
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Website:
https://www.stratii.com/
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