Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Alan Tews has over 20 years of experience in the financial services industry. David is a Registered Representative and Investment Advisor Representative. David is currently employed with CWM, LLC dba Carson Partners in Omaha, Nebraska. Prior to that, he was employed with Securities America, Inc. in La Vista, Nebraska, Stockcross Financial Services, Inc. in Omaha, Nebraska, Perelman-Carley & Associates Inc. in Omaha, Nebraska, and Thrivent Investment Management Inc. in Minneapolis, Minnesota. David holds the Series 4, 7, 9, 10, 24, 52, 53, 63 and 66 securities licenses. David is a member of the Financial Industry Regulatory Authority (FINRA). David specializes in providing financial planning and portfolio management services to individuals and families.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
NE
12/12/2022 - Present
CWM, LLC (OMAHA NE)
NE
11/03/2014 - 07/23/2021
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
01/19/2010 - 10/21/2014
STOCKCROSS FINANCIAL SERVICES, INC. (OMAHA NE)
NE
09/25/2003 - 01/21/2010
PERELMAN-CARLEY & ASSOCIATES INC. (OMAHA NE)
MN
04/16/2003 - 09/05/2003
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
NE
08/01/2001 - 03/07/2003
PERELMAN-CARLEY & ASSOCIATES INC. (OMAHA NE)
BOTH
Issued 06/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2015
Series 4 - Registered Options Principal Examination
BC
Issued 12/12/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/03/2014
Series 24 - General Securities Principal Examination
BC
Issued 05/02/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/30/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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