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Spend Down Protection |
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Guaranteed Income |
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Save On Taxes |
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Probate Protection |
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Leave A Legacy |
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Smart Giving |
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Life For The Living |
About David...
David Proudly serviced our nation in the United States Air Force and reserves for six years. He has lived in the Bradenton/Sarasota/Tampa area for 30 years. David has served in the financial industry since 1992. David started Appleby’s Insurance and Financial Services in 1996, He later incorporated in 2002 to BeeSure Services Inc. and BeeSure Wealth Management, Inc. was incorporated in 2007.
David holds the ChFC & QFP designations that signify qualifications as a Financial Planner. The ChFC requires 33% more educational requirements than the CFP (Certified Financial Planner) designation. David also holds the CLU designation which is the highest designation that a person can receive in the Insurance Industry.
David has a well rounded education to be able help his clients in all areas of finance and insurance. David is very knowledgeable in all types of safe money investments that allow your money to grow, but you cannot lose any of your principle.
David’s wife Monica works alongside him in their business and they have two wonderful children Charmaine and Roman. He also serves as a legal guardian to two mentally challenged men.
David believes in giving back to our community and is a faithful giver and supports a multitude of charities.
To achieve the above credentials and certifications shows that David has met rigorous proficiency standards of education, examination, and experience in the required areas of finance and insurance.
A back ground check and a commitment to a client code of ethics is required.
David’s Education and Credentials
- ChFC – Chartered Financial Consultant ChFC®
- Certified Life Underwriter - CLU®
- Qualified Financial Planner QFP®
- Charter Advisor for Senior Living - CASL®
- Certified Tax Specialist CTS®
- Registered Financial Consultant - RFC®
- Certified Senior Advisor - CSA®
Registrations and Licenses
- Investment Advisor Rep
- BeeSure Wealth Management, Inc. Series 63 Life, Health, and Annuity.
OUR CLIENTS HAVE SAID...
"BeeSure Services has helped me to be in a more stable and financial situation. David was very warm, friendly, and knowledgeable. He made me feel very comfortable while answering all of my questions. I feel good now that I know my money is safe."
- Carol Cassalla, Bradenton, Florida
"I feel that the time David took to talk with me about my investments was sufficient to meet my needs for safety and security of my money."
- Charles McDermott, Bradenton, Florida
"Since my husband passed away, I know that my finances are protected as a result of David’s recommendations."
- Adeline Arcomano, Palmetto, Florida
"BeeSure certainly tries to go the 'extra mile' above and beyond the call of duty. I can sleep better at night and don’t have the 'high and low' periods when the market goes up and down. BeeSure goes out of their way to assist you."
- Helene Manig, North Port, Florida
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David Appleby ChFC®, CLU®, QFP®, CASL®, CTS™, RFC®, CSA®President of Registered Investment Advisor Qualified Financial Planner Phone: (941) 739-5006 Toll Free: (888) 443-2136 Fax: (941) 866-0998 Email: Click here BeeSure Companies BeeSure Financial ServicesBeeSure Tax Advisors BeeSure Wealth Management, Inc. The Fixed Annuity Shoppe 2048 43rd Ave West Bradenton, Florida 34205 Map/Directions |
