David J. Abitz, CFA
Convergence Investment Partners, Llc
Financial Planner in Mequon, WI
Address:10555 N Port Washington Rd, Ste 204
Mequon, WI 53092
About David J. Abitz
David Abitz is a financial professional at Convergence Investment Partners, Llc located in Mequon, Wisconsin. David Abitz holds an industry securities registration subject to FINRA oversight having passed securities examinations including S6, S63 and S65. 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 Abitz 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 Abitz10555 N Port Washington Rd, Ste 204
Mequon, WI 53092
Phone Number:
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Website:
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