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Top 15 (Fiduciary) Duties Financial Advisors & Financial Planners Must Comply With

Top 15 (Fiduciary) Duties Financial Advisors & Financial Planners Must Comply With

by Dkassir | Jun 29, 2020 | Uncategorized

The benefits of working with a Fiduciary Financial Advisor are easy to see. These advisors are legally obligated to put their clients’ financial interests above their own, and they have to disclose how they’re compensated and avoid potential conflicts of interest that...
Miami Magazine – On The Clock feature Spotlights Miami Financial Advisor David D. Kassir

Miami Magazine – On The Clock feature Spotlights Miami Financial Advisor David D. Kassir

by Dkassir | Mar 16, 2020 | Miami Financial Advisor

March 1, 2020- Miami Financial Advisor, David D. Kassir was featured in Miami Magazine’s On The Clock expose’.  This Tell All Expose’  featured Two Miami Taste-makers giving insight as to what makes him successful in personal and business and...
Success by South Beach – Miami Financial Advisor David Kassir Featured to Speak

Success by South Beach – Miami Financial Advisor David Kassir Featured to Speak

by Dkassir | Aug 14, 2019 | Miami Financial Advisor

Senior Financial Advisor, David D. Kassir, with offices in Washington DC & Miami, FL was Featured to speak at Success by South Beach. This event was hosted at the SLS Hotel in Miami Beach, FL. on August 15 , 2019. The Event featured CEO’s across all industries...

Recent Posts

  • Choosing a Wealth Management Firm in Virginia
  • Top 15 (Fiduciary) Duties Financial Advisors & Financial Planners Must Comply With
  • Miami Magazine – On The Clock feature Spotlights Miami Financial Advisor David D. Kassir
  • Miami Magazine featured Wealth Manager David D. Kassir in the 2019 Power Players issue
  • Barron’s 100 Top Advisor Summit featuring Miami Financial Advisor David Kassir

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  • Washington DC Financial Advisor - David D. Kassir invited to be part of CNBC - Manna Wealth Management | Financial Advisors McLean Virginia on Finding Right Financial Advisor in Crystal City, VA

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