Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Dietzler has been in the financial services industry for over 17 years. David is currently registered with Charles Schwab & CO., Inc. David has experience in providing financial planning services to individuals and families. David previously worked with TD Ameritrade and Mutual of Omaha Investor Services. David has a strong understanding of the financial markets and 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
WA
08/15/2023 - Present
Charles Schwab & CO., Inc. (Vancouver WA)
WA
12/14/2021 - 07/29/2024
TD AMERITRADE, INC. (Vancouver WA)
NY
07/01/2019 - 06/25/2020
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
CO
05/18/2018 - 07/01/2019
TRANSAMERICA CAPITAL, INC. (DENVER CO)
NE
02/06/2017 - 05/21/2018
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
OH
03/14/2014 - 03/11/2016
OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)
CT
02/11/2011 - 12/13/2012
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (HARTFORD CT)
TX
11/15/2007 - 12/11/2008
HARTFORD EQUITY SALES COMPANY INC. (DALLAS TX)
MA
02/08/2007 - 04/25/2007
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
CT
10/15/1999 - 08/11/2004
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
BOTH
Issued 03/06/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/30/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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