Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Allan Polimeros is a financial advisor with over 12 years of experience in the industry. David is currently registered with LPL Financial LLC and has been since September 2018. Prior to that, David worked for CETERA ADVISOR NETWORKS LLC from April 2012 to October 2018. David has a strong track record of success in helping clients achieve their financial goals. David offers a variety of financial services, including financial planning, portfolio management, and investment advice. David holds the Series 6, Series 7, and Series 66 licenses. David is committed to providing clients with personalized service and a high level of expertise.
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
09/27/2018 - Present
LPL Financial LLC (NEW LENOX IL)
IL
04/18/2012 - 10/04/2018
CETERA ADVISOR NETWORKS LLC (NEW LENOX IL)
NA
08/20/1991 - 12/22/1992
CIGNA SECURITIES, INC.
BOTH
Issued 05/02/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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