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DG

David M. Garnek

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CRD#: 1072961
DG

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

David Michael Garnek, who also goes by Dave M Garnek, Dave Garnek, David M Garnek, was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1982. David had worked at 10 firms and has passed the Series 63, Series 6 and Series 22 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dave M Garnek | Dave Garnek | David M Garnek

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 14, 2011 - December 31, 2016

REVOLUTION FINANCIAL PLANNING LLC

RIA
CRD#: 155001
BRUNSWICK, OH
Past

July 21, 2010 - December 21, 2010

LIFEMARK SECURITIES CORP.

RIA
CRD#: 16204
BRUNSWICK, OH
Past

June 15, 2009 - December 21, 2010

LIFEMARK SECURITIES CORP.

BD
CRD#: 16204
BRUNSWICK, OH
Past

March 6, 2008 - June 17, 2009

SIGNATOR INVESTORS, INC.

RIA
CRD#: 468
INDEPENDENCE, OH
Past

February 28, 2008 - June 17, 2009

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
INDEPENDENCE, OH
Past

December 9, 2005 - February 29, 2008

MSI FINANCIAL SERVICES, INC.

RIA
CRD#: 14251
BROADVIEW HEIGHTS, OH
Past

February 25, 2004 - July 9, 2007

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
BROADVIEW HEIGHTS, OH
Past

February 25, 2004 - February 29, 2008

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
BROADVIEW HEIGHTS, OH
Past

January 13, 1998 - December 31, 1999

LEGACY FINANCIAL SERVICES, INC.

BD
CRD#: 38697
PETALUMA, CA
Past

September 7, 1991 - October 8, 1997

NATIONWIDE SECURITIES, LLC

BD
CRD#: 11173
COLUMBUS, OH
Past

April 25, 1988 - July 31, 1991

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

January 28, 1987 - May 10, 1988

MARINER FINANCIAL SERVICES, INC.

BD
CRD#: 8292
Past

November 18, 1982 - August 5, 1987

NYLIFE SECURITIES LLC

BD
CRD#: 5167

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 8/14/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


RF
REVOLUTION FINANCIAL PLANNING LLC
GARNEK, DAVID M. | REVOLUTION FINANCIAL PLANNING LLC

CRD#: 155001 / SEC#:

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Contact information


Main Address
3065 Nationwide Parkway, Brunswick, OH 44212
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


REVOLUTION FINANCIAL PLANNING LLC

CRD#: 155001

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