Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Aaron Volkman is a financial advisor with over 15 years of experience in the industry. David is registered with Cetera Investment Advisers LLC in New York and Texas, and with Premier Wealth Advisors, LLC in New Jersey and New York. David also holds the Series 6, Series 63 and Series 65 securities licenses. David provides financial planning, portfolio management and pension consulting services to individuals, businesses and institutions. David is committed to helping clients achieve their financial goals.
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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NY
11/03/2022 - Present
Cetera Investment Advisers LLC (TARRYTOWN NY)
NY
11/26/2012 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (NEW YORK NY)
NJ
05/27/2010 - 11/27/2012
NATIONAL PLANNING CORPORATION (RIDGEWOOD NJ)
NY
07/30/2008 - 05/27/2010
LINCOLN FINANCIAL ADVISORS CORPORATION (RYE BROOK NY)
IA
Issued 12/30/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/16/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/29/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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