Unclaimed
David Raday is a financial advisor with over 38 years of experience in the financial services industry. David is currently registered with LPL Financial LLC, a leading independent broker-dealer and financial advisor. David has extensive experience in providing financial advice to individuals, families, and businesses. He is a highly skilled and knowledgeable advisor, and he 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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
04/21/2022 - Present
LPL Financial LLC (NAPERVILLE IL)
WI
09/03/2013 - 04/22/2022
CETERA ADVISOR NETWORKS LLC (GLENDALE WI)
IL
03/04/1996 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (NAPERVILLE IL)
CA
12/20/1983 - 04/03/1995
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BC
Issued 10/11/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 12/19/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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