Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Alexander Narish is an investment advisor representative who has been in the industry since 1998. He has worked at several firms including Center Street Securities, Inc. and Cambridge Investment Research, Inc. David is currently registered with Arete Wealth Advisors, LLC and holds licenses for the Series 7 and Series 66 exams. David Narish specializes in providing financial planning, portfolio management for individuals and businesses, and other advisory services.
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.
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.
Non-discretionary investment advice regarding securities of affiliates of masterworks.io, llc.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Sharing in underwriting fees from an affiliated broker-dealer
1
2
IL
09/20/2023 - Present
Arete Wealth Advisors, LLC (CHICAGO IL)
IL
04/30/2014 - 12/01/2023
CENTER STREET SECURITIES, INC. (FRANKFORT IL)
IL
07/18/2011 - 04/17/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (TINLEY PARK IL)
IL
05/03/2010 - 07/12/2011
MML INVESTORS SERVICES, LLC (TINELY PARK IL)
IL
02/22/2001 - 04/01/2010
FARMERS FINANCIAL SOLUTIONS, LLC (ORLAND PARK IL)
KS
03/20/1998 - 02/16/2001
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 04/10/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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