David Harbeitner, financial advisor Saint Petersburg FL

David Harbeitner

CRD Number: 1339981
Current Firm: Take Action Financial Planning

David Harbeitner (CRD# 1339981) is an Investment Advisor Representative working at Take Action Financial Planning in Saint Petersburg, FL and has over 38 years of experience in the finance industry. David Harbeitner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Harbado Services Llc Dba Take Action Financial Planning St Petersburg, FL Apr 2015 - Current 8
Pinnacle Wealth Planning Services, Inc. Mansfiled, OH Oct 2013 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1985
S66 NASAA Uniform Combined State Law Examination Sep 2004
Contact Info for David A. Harbeitner
Phone Number: 443-538-6535
Registered State(s):
  • FL
Current Firm Details
Take Action Financial Planning
Firm's CRD Number: 167654
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

FL

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