Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Anthony Juechter is a financial professional with experience in the financial services industry. David is registered with Cetera Investment Advisers LLC and has been working as a financial advisor for over 2 years. David's background includes working at First Trust Portfolios L.P. and Hunter Financial Advisors Inc. David has held several roles including financial professional and advisor. David has a Series 7TO, Series 63 and Series 66 license. David provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. David is currently based in Tarrytown, NY.
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.
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NY
05/17/2024 - Present
Cetera Investment Advisers LLC (TARRYTOWN NY)
TX
01/29/2022 - 10/13/2023
FIRST TRUST PORTFOLIOS L.P. (Austin TX)
BC
Issued 04/18/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/05/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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