David Giertz: Financial Advisor with a Passion for Advice

David L. Giertz alias Dave is the President of Nationwide Financial Distributors Inc, a position he has held since early 2013. Nationwide Company is located in Ohio and is among the leading insurance and financial services provider in USA. David has also served Nationwide Life Insurance Company as its senior Vice President-Nationwide Financial Distribution and Sales. Before getting hold of his current office, Dave served as the Sales department vice president at FI/WH between 2009 and 2013. Prior, between 2004 and 2009, he was Vice president at NF Sales.

 

 

Dave has 31 years of extensive experience in financial advising and has successfully completed four Financial Advisor Certification exams. These are the Municipal Securities Principal, General Securities Principal Examination, Uniform Securities Agent State Law Examination and General Securities Representative Examination. He sat for the exams in 1994, 1992, 1987 and 1986 respectively. He is a registered broker with FINRA. The position entails sales executives working for large brokerage firms which are also registered with FINRA, their main business being to trade financial securities. Securities traded may include mutual funds, bonds and stocks just a few to mention.

 

 

Mr. Giertz spoke in one of the interviews on why advisors need to speak to their clients’ about social securities. He says most of financial advisors do not talk to their clients about social securities. In a survey through the national financial retirement institute, the results were that 4 out of 5 people asserted that they would change their advisors if they were not educated on social security. This clearly depicts that it is very important from an advisors perspective to talk to the client about social security because of retention. From the clients perspective it’s important because social security plans take up to 40% of retirement plans. He argues that most advisors could be avoiding the topic because of its complexity.