Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Ion is a financial advisor with Cetera Advisor Networks LLC in Los Osos, California. David Ion has been in the financial services industry since April 2004. David Ion holds the Series 6, Series 63 and SIE licenses. David Ion is registered with the state of California, Idaho, Tennessee, Texas, and Washington. David Ion was previously registered with VOYA FINANCIAL ADVISORS, INC., LIBERTY PARTNERS FINANCIAL SERVICES, LLC and WOODBURY FINANCIAL SERVICES, INC..
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.
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.
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CA
06/09/2021 - Present
Cetera Advisor Networks LLC (LOS OSOS CA)
CA
12/07/2006 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (LOS OSOS CA)
NC
11/03/2005 - 12/06/2006
LIBERTY PARTNERS FINANCIAL SERVICES, LLC (RALEIGH NC)
MN
04/30/2004 - 11/02/2005
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BC
Issued 06/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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