David Giertz is an experienced nationwide financial advisor with over 31 years’ experience in the industry. He is the current president of Nationwide Financials’ sales and Distribution where he has a track record of delivering exemplary operations results; he has helped the division grow to 17.8B in profitable revenue.
David is registered with FINRA as a broker and has been working with Nationwide Investment Services Corporations for over 17 years now. Brokers act as sales personnel who work for larger brokerage firms.
The firms are typically in the business of buying and selling securities like bonds, mutual funds, stocks and other investment-related products on soundcloud.com. Just like individuals, the companies are also registered with FINRA and can engage in transactions of safety on behalf of its customers either as a dealer or as the broker.
One of the recent concerns about the financial industry is that advisers are not talking to their clients about social security. David Giertz was part of the team that did a survey with the Nationwide financial institute with an aim to address this concern. The outcome of the study indicated that more people were willing to change adviser if he would not tackle the issue of social security.
David admits that the social security subject is a complex one. According to him, this is the reason why advisers are shying away from the topic reported on about.me. They might not understand or have enough confidence in the many rules involved in the subject for them to share with the client. However, David cations financial advisers to rethink their ways as there is a lot of money at stake.
David’s Career & Qualifications
Before joining Nationwide, David worked at Citicorp Investments for eight years, and financial Horizons Security Corporation for four years. He has been accredited as a broker through the state Securities Law Exam, Product exam, General industry, and the Principal/supervisory exam. David is also certified by the World Association of Business Couches as a Certified Business couch.