Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Packer is an investment advisor representative, licensed in 18 states and registered with Cetera Investment Advisers LLC. David has been in the industry for over 16 years and has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. David specializes in financial planning, portfolio management, and pension consulting. David is also an insurance agent and offers various insurance products.
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
UT
03/21/2024 - Present
Cetera Investment Advisers LLC (LOGAN UT)
UT
10/01/2012 - 02/25/2015
J.P. MORGAN SECURITIES LLC (PROVIDENCE UT)
UT
07/15/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BRIGHAM UT)
UT
03/09/2007 - 11/14/2008
AMERIPRISE FINANCIAL SERVICES, INC. (MIDVALE UT)
BOTH
Issued 3/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/8/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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