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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Aaron Borden is an investment advisor representative with Cetera Investment Advisers LLC. David Aaron Borden has been in the securities industry since September 12, 1997. David Aaron Borden is registered with the following regulatory authorities: Massachusetts, Texas, and is licensed with the following securities exchanges: FINRA. David Aaron Borden has a history of working with individual and institutional clients, including high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, charitable organizations, and state or municipal government entities. David Aaron Borden provides financial planning, portfolio management, pension consulting, selection of other advisors, educational seminars, and portfolio management for businesses.
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
MA
06/29/2023 - Present
Cetera Investment Advisers LLC (WESTBOROUGH MA)
OH
03/21/2000 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
NY
10/23/1996 - 04/30/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 11/6/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 10/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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