Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Jaffa is a financial advisor with Cetera Investment Advisers LLC, a firm with a history of providing investment advice. David has been in the financial services industry for over 50 years and has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. David has passed a series of exams, including the General Securities Principal Examination and the Uniform Securities Agent State Law Examination. David is also a Certified Financial Planner. David is registered in over 30 states, as well as with FINRA and the SEC.
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
MI
06/29/2023 - Present
Cetera Investment Advisers LLC (FARMINGTON HILLS MI)
NA
08/29/1978 - 05/23/1989
PENNSYLVANIA SECURITIES COMPANY
NA
04/28/1970 - 08/29/1978
PENNSYLVANIA SECURITIES COMPANY
BC
Issued 09/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/1985
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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