Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Anderson is an investment advisor representative associated with Onedigital Investment Advisors. David has been in the securities industry since 1992 and holds a Series 63, Series 66, Series 7, and SIE license. David is registered to offer advisory services in Michigan. David has over 30 years of experience in the financial services industry, providing investment advice and financial planning services to a variety of clients. David specializes in portfolio management for individuals, businesses, pooled investment vehicles, and retirement plans. In addition to his investment advisory services, David also offers insurance sales and service.
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.
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.
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2
KS
06/01/2015 - Present
Onedigital Investment Advisors (OVERLAND PARK KS)
MI
08/30/2013 - 03/02/2017
LPL FINANCIAL LLC (GRAND RAPIDS MI)
MI
05/24/2007 - 12/31/2013
NORTHSTAR FINANCIAL PARTNERS, INC. (TROY MI)
MI
10/23/2003 - 05/29/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (FRANKLIN MI)
IL
02/14/2002 - 10/21/2003
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
RI
05/26/1998 - 11/02/2001
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
PA
05/04/1992 - 02/28/1997
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BOTH
Issued 10/12/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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