Unclaimed
David Hanson is a financial advisor with Cetera Investment Advisers LLC. David has been in the industry since June 16, 2011. David is registered with the states of Alabama, Florida, Maine, Massachusetts, New Hampshire, New Mexico, New York, North Carolina, Pennsylvania, Texas, Utah, Vermont, and Wisconsin. David is also registered with FINRA and the MSRB. David provides financial planning, pension consulting, educational seminars, and selection of other advisors services. David also provides portfolio management services for businesses and individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
ME
03/21/2024 - Present
Cetera Investment Advisers LLC (SOUTH PORTLAND ME)
ME
06/16/2011 - 10/03/2016
INVESTORS CAPITAL CORP. (SOUTH PORTLAND ME)
IA
Issued 12/19/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/15/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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