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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 Andre Doorneweerd is a financial advisor with over 24 years of experience. David has a broad range of experience and currently holds licenses in Florida and Texas. David works with individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. David is affiliated with LPL Financial LLC, where he is also registered as a Registered Representative and Investment Advisor Representative. David has previously worked with OSAIC WEALTH, INC., SECURITIES AMERICA, INC., COMMONWEALTH FINANCIAL NETWORK, MORGAN STANLEY SMITH BARNEY, and CITIGROUP GLOBAL MARKETS INC. David has a Series 7, Series 31, and Series 66 license and is also a Certified Financial Planner.
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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2
FL
08/02/2024 - Present
LPL Financial LLC (LONGWOOD FL)
FL
06/14/2024 - 08/06/2024
OSAIC WEALTH, INC. (LONGWOOD FL)
FL
10/31/2014 - 06/14/2024
SECURITIES AMERICA, INC. (LONGWOOD FL)
FL
05/28/2010 - 10/31/2014
COMMONWEALTH FINANCIAL NETWORK (ORLANDO FL)
FL
06/01/2009 - 06/22/2010
MORGAN STANLEY SMITH BARNEY (LAKE MARY FL)
FL
02/21/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LAKE MARY FL)
MD
04/23/1999 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 04/30/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 04/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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