Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wroblewski is a financial advisor with over 15 years of experience in the industry. David is a registered representative of LPL Financial LLC and currently holds Series 6, 7, 63, and 65 licenses. David has worked for Waddell & Reed and MetLife Securities Inc. in the past. David is licensed to provide investment advice and securities brokerage services in 21 states across the US.
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.
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MI
07/21/2021 - Present
LPL Financial LLC (GRAND BLANC MI)
MI
12/05/2007 - 07/21/2021
WADDELL & REED (GRAND BLANC MI)
MI
07/05/2006 - 12/04/2007
METLIFE SECURITIES INC. (TROY MI)
MI
07/05/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (TROY MI)
IA
Issued 08/31/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2018
Series 7 - General Securities Representative Examination
BC
Issued 07/03/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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