Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Andrew Huhtala is a financial advisor currently registered with LPL Financial LLC. David has been in the financial services industry since 2010 and has experience with M&T Securities, Inc. and Sagepoint Financial, Inc. David holds licenses in 12 states. David has experience in a wide range of financial planning and investment management services.
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
NY
06/09/2021 - Present
LPL Financial LLC (CAMDEN NY)
NY
01/13/2020 - 06/09/2021
M&T SECURITIES, INC. (CAMDEN NY)
NY
01/22/2018 - 12/31/2019
SAGEPOINT FINANCIAL, INC. (SYRACUSE NY)
NY
02/02/2010 - 01/30/2018
PRUCO SECURITIES, LLC. (Baldwinsville NY)
IA
Issued 05/12/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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