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 currently registered with Cetera Investment Advisers LLC in New York and has been in the industry for over two years. Previously, David was affiliated with First Trust Portfolios L.P. in Texas. David holds Series 7, 63 and 66 licenses as well as the SIE. David works with a variety of clients including individuals, high net worth individuals, businesses, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. David offers financial planning, portfolio management for individuals and businesses, and educational seminars.
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 4/18/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/5/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 7/29/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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