Advisors need to speak to their clients about social security. But not enough of them are doing it. A survey done of people who are retired or who are about to retire in about 10 years confirms the same. 4 out of 5 such people said that they would change their advisor if they did not talk about social security at https://angel.co/david-giertz. It needs to be understood why financial advisors are not taking interest in this. They need to make it an integral part of the financial planning for retirement plan. Besides, there are people who are turning too early towards the social security. All this translates into huge numbers. Hence it is important for financial advisors to take full interest in this aspect.
David Giertz is a financial advisor. He has been employed by Nationwide Investment Services Corporation.
Giertz is registered with FINRA as a Broker. These are the sales personnel who are working for larger brokerage firms. This refers to firms that are having the business of buying and selling securities that include stocks, bonds, and mutual funds in addition to other investment-related products on yolasite.com. Such firms will be registered with FINRA. They may be engaged in securities transactions that would be taken on behalf of its customers and then they become like a broker. Or else these transactions will be done for own account. Then the firm becomes like a dealer.
David Giertz has wide experience in his field. He has aptly qualified for the position that he holds. Currently David Giertz holds a position with the National Investment Services Corporation.