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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Christensen is a financial advisor with Cetera Investment Advisers LLC, based in Waukesha, WI. David has been in the industry since 1986 and has been with Cetera since 2002. David is a licensed investment advisor representative in Wisconsin and holds Series 6, 7, 63, and 66 licenses. In addition to the current employment at Cetera, David has previously worked at Royal Alliance Associates, Inc. and CUNA Brokerage Services, Inc.. David specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for individuals and businesses.
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.
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.
1
2
WI
01/22/2002 - Present
Cetera Investment Advisers LLC (WAUKESHA WI)
AZ
04/26/1995 - 03/10/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
11/16/1993 - 03/06/1995
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NA
08/08/1985 - 10/29/1993
CENTURY INVESTORS OF AMERICA, INC.
BOTH
Issued 09/17/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1993
Series 7 - General Securities Representative Examination
BC
Issued 07/22/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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