David MagaynaCRD Number: 4597531
Current Firm: H. Beck, Inc.
David Magayna (CRD# 4597531) is an Investment Advisor Representative working at H. Beck, Inc. in Stevensville, MD and has over 14 years of experience in the finance industry. David Magayna 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.
Summit Financial Group Inc.
Jsk Financial Services, LLC
Northwestern Mutual Investment Services,llc
|Rotary Club Of West Anne Arundel County||Stevensville, MD||May 2004 - Current||13|
|H. Beck., Inc.||Rockville, MD||Feb 2004 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2002|
|S66||NASAA Uniform Combined State Law Examination||Apr 2003|
Total Assets Under Management1,825MILLIONS
Total Number of Accounts10,457ACCOUNTS
Average Account Value$174,531
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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