Our Qualifications

David Tesitor, CLU, has been in the insurance business since graduating from the University of Colorado. He earned his Bachelor of Science degree in Marketing and Finance in 1979. He received his Chartered Life Underwriter designation in 1992, his Series 6 license in 1987, Series 63 licence in 2001, Series 7 (General Securities Representative Exam) in 2003 and Series 65 ( Investment Advisor Representative) lisense in 2005.  Like other representatives, David also completes several hours annually in continuing education courses to maintain his current licenses.

Mr. Tesitor began selling securities and variable products in 1987.  Through Walnut Street Securities, Inc, a broker-dealer, David has access to several hundred families of mutual funds and variable life and annuities products.  David also offers access to Wealth Management Accounts which may offer active wealth management services on a fee basis.  The WMS platform offered through Walnut Street Securities, Inc, offers many features, including cost basis reporting, YTD and inception date performance results and many other services.